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Retirement Plan Consultant

2 months ago

Dallas, Texas, United States OneDigital Full time
Unlock Your Potential in Retirement Plan Consulting

At OneDigital, we're on a mission to empower individuals to achieve their best work and live their best lives. As a Retirement Plan Consultant, you'll play a vital role in helping our clients navigate the complexities of retirement planning and achieve their goals.

Key Responsibilities:
  • Design and implement qualified retirement plans for clients, ensuring compliance with ERISA regulations and fiduciary best practices.
  • Act as a strategic workforce consultant, providing expert guidance on retirement plan structures and investment options.
  • Develop and execute customized relationship strategies to meet each client's unique needs and goals.
  • Collaborate with service teams to provide exceptional customer service and drive client retention.
Requirements:
  • Proven track record of exceeding sales goals in retirement plan sales and consulting.
  • Strong understanding of ERISA regulations and fiduciary best practices.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work independently and make decisions with minimal supervision.
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
What We Offer:
  • Competitive base pay and variable compensation, commission, and/or annual bonus opportunities.
  • Eligibility for health, wellbeing, retirement, and other financial benefits.
  • Paid time off and overtime pay for non-exempt employees.
  • Robust learning and development programs to support your growth and success.

We're committed to creating a workplace culture that values diversity, equity, and inclusion. If you're passionate about retirement plan consulting and want to make a meaningful impact, we encourage you to apply for this exciting opportunity.