OneDigital

Retirement Plan Consultant - Hybrid (Armonk, NY)

RIA- Armonk, NY

Sponsorship not specified$160k-$200kDetected 23 days ago

SalesforceCRMSalesBusiness DevelopmentPipeline ManagementExcelCustomer SupportCommunicationPublic SpeakingMicrosoft Office

About the role

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list.
We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity: This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business.

Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.
Develop and execute a customized relationship strategy that aligns with each client's unique situation.
Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Perform investment advisory services for clients, adhering to all regulatory guidelines.
Investment Consulting and Plan Design
Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis).
Participate in industry and conference presentations to showcase expertise and generate leads.

Proven track record of exceeding sales goals.
Strong understanding of ERISA regulations and fiduciary best practices.
Ability to work and make decisions independently.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Proven success with multi-tasking and managing priorities effectively.
Ability to adapt to a rapidly changing business and technology environment.
Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
Regular and predictable attendance is required.

Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.

The typical base pay range for this role nationwide is $160,000 to $200,000 per year.

Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working.
This role is responsible for designing, implementing, and maintaining qualified retirement plans for clients and serving as the primary owner of a book of business.
This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients.
Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
10+ years of retirement plan related experience required
We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
Design complex retirement plan structures tailored to meet institutional client needs.
Retirement Plan Sales and Business Development
Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.
Organize and manage prospect events to educate potential clients about retirement plan options.

This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.