Senior Retirement Plan Consultant (Remote Houston, TX)
OneDigital(7 days ago)
About this role
This role involves designing, implementing, and maintaining qualified retirement plans for clients, focusing on business development, client relationships, plan design, and regulatory compliance. It requires strategic consulting, sales skills, and industry expertise to serve as a primary owner of a client portfolio.
Required Skills
- retirement Planning
- Sales
- Client Management
- Plan Design
- Regulatory Compliance
- Investment Advisory
- ERISA
- Fiduciary
- CRM
- Financial Analysis
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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