Retirement Plan Consultant
OneDigital(1 year ago)
About this role
This role designs, implements, and maintains qualified retirement plans while serving as the primary owner of a book of business. The position combines retirement plan sales, client relationship management, and investment consulting to drive client retention and business growth. The role also acts as a strategic workforce consultant and communicates OneDigital’s broader value proposition to prospective clients.
Required Skills
- Retirement Sales
- Client Relationship
- Plan Design
- Investment Consulting
- Regulatory Compliance
- ERISA Knowledge
- Presentation Skills
- CRM
- Salesforce
- Microsoft Office
Qualifications
- Bachelor's Degree
- Relevant Securities License
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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