Retirement Plan Consultant

New

Australia, Canada, India, United Kingdom, United StatesFull-TimeSenior

SalaryUSD 60000 - 120000 / year

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Job Details

5+ years of retirement plan related experience.
2–5 years of industry-related sales or consulting experience preferred.
Must possess a valid relevant securities license.
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
Strong understanding of ERISA regulations and fiduciary best practices.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Demonstrated discipline maintaining client and pipeline information in a CRM; Salesforce preferred.
Excellent communication, presentation, and interpersonal skills.
Ability to work and make decisions independently.
Bachelor's degree in Business, Economics, Finance, or a related field (preferred).
Ability to adapt to a rapidly changing business and technology environment.
Business travel up to 25%.

Serve as the relationship owner for an assigned book of clients, focusing on satisfaction, retention, and relationship health.
Design and implement retirement plan structures and provide guidance on benchmarking, investment menus, and fiduciary responsibilities.
Develop and execute client relationship strategies tailored to individual goals and plan objectives.
Advise clients on regulatory and legislative developments, including ERISA compliance.
Coordinate with internal specialists such as Investment Consultants and Employee Engagement Managers to deliver comprehensive client service.
Identify and pursue opportunities for new business development and cross-selling OneDigital service lines.
Participate in industry events and prospect-facing engagements to build market presence.

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