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Last updated: 1 day ago

Retirement Plan Consultant

OneDigital Investment Advisors LLCCT,Farmington,RIA
Full-time

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 ...Show more

Consultant, Absence Productivity

GallagherWest Hartford, Connecticut
Full-time

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people ...Show more

MO411-Java Oracle Forms developer 141779

FHRHartford, CT, US
Full-time
Quick Apply

Our direct client has a new opening for a Java Oracle Forms developer 141779.This job is 14 months to start, and the client is located in Augusta, ME.Please send your rate and resume.Oracle Forms B...Show more

SR CONSULTANT

Tech DigitalHartford, CT, United States
Full-time

Experience: 8 to 10 Yrs Required Skills: Customer Service As a Senior Consultant, you will leverage your extensive experience in customer service to drive impactful solutions in a hybrid work model...Show more

Financial Consultant

The Vermont AgencyHartford, CT, US
Full-time

Join NPA Financial as a Financial Consultant and become a vital part of a team dedicated to doing good for over 175 years.You'll empower families to plan confidently for the future, offering them s...Show more

Financial Consultant

Empower RetirementCT Hartford, Remote
Remote
Full-time

Grow your career with a growing organization.Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to ...Show more

SR CONSULTANT

Omni InclusiveHartford, CT, United States
Full-time

Experience: 8 to 10 Yrs Required Skills: Customer Service As a Senior Consultant, you will leverage your extensive experience in customer service to drive impactful solutions in a hybrid work model...Show more

Talent Acquisition Consultant

SavianceAvon, CT, United States
Full-time

You use digital technology purposefully and confidently to communicate, find information and come up with effective solutions.You are a super user of our candidate relationship management (CRM) tec...Show more

sales consultant

Top Candidate Search GroupHartford, CT, United States
Full-time

Sales Representative- Elite Dermatology.Pioneering dermatology manufacturer, providing first-of-it's-kind customizable prescription medication and skincare solutions to leading dermatology practice...Show more

Software Engineer I (Java, Business Rules)

020 Travelers Indemnity CoHartford,CT
Full-time

Taking care of our customers, our communities and each other.By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 17...Show more

Move/Sales Consultant

College Hunks Hauling Junk & MovingBloomfield, CT, US
Full-time +1

Competitive base plus commission.The outside sales position at College HUNKS Hauling Junk and Moving® is responsible for networking with local businesses and apartment complexes to help grow leads ...Show more

Retirement Plan Consultant

OneDigitalFarmington, CT, United States
Full-time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a ...Show more

Automotive Sales Consultant

Mitchell Selig FordWindsor, CT, US
Full-time

Provide a truly exceptional experience to all customers who are looking for a new or pre-owned vehicle whether that is through the Internet, In Person, Over The Phone or via Email / Text!! Connect ...Show more

RV Sales Consultant

Pete's RV CenterSouth Windsor, CT, US
Full-time
Quick Apply

COME JOIN THE #1 RV DEALERSHIP IN CONNECTICUT!!.Pete’s RV Center is a fast-growing dealer group and we are looking add to our All-Star sales team at the South Windsor, Connecticut location.If you f...Show more

JAVA DEVELOPER

CPIM do Brazil LTDARocky Hill, CT, US
Full-time

NAVA Software Solutions" Talent Acquisition Team is looking for IT Talent from Mexico, to fill the following variety of positions we have in the USA.We are an IT Services company based out of Conne...Show more

Java Springboot Developer

ITL USAHartford, CT, US
Full-time

Infosys is seeking a Java Springboot Developer acts as a trusted analytical and technical "hands-on" development leader that provides technical guidance to scrum team members including developers a...Show more

Guidewire Consultant

Akaasa TechnologiesHartford, CT, United States
Full-time
Quick Apply

Guidewire Consultant Hybrid : Hartford, CT or Hunt Valley, MD Job Description: Must-have skills 1.Guidewire PolicyCenter Configuration 2.Integration, Integrat...Show more

Automotive Sales Consultant

Acura of Berlin224 Berlin Turnpike, Berlin, CT
Full-time

At Executive Auto Group, we’re not just growing, we’re redefining what it means to lead the automotive industry.As one of Connecticut’s largest and most respected dealership networks, we are dedica...Show more

Consultant, Absence Productivity

Arthur J Gallagher & CoWest Hartford, CT, United States
Full-time

Gallagher Benefit Services Sales Representative.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients bui...Show more

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Retirement Plan Consultant

Retirement Plan Consultant

OneDigital Investment Advisors LLCCT,Farmington,RIA
30+ days ago
Job type
  • Full-time
Job description

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. 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. This role works with service teams to provide an exceptional level of customer service, driving client retention.

Essential Duties and Responsibilities (includes but is not limited to):

Retirement Plan Sales and Business Development

· Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

· 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.

· Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.

· Participate in industry and conference presentations to showcase expertise and generate leads.

· Organize and manage prospect events to educate potential clients about retirement plan options.

Client Relationship Management

· 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.

Investment Consulting and Plan Design

· Perform investment advisory services for clients, adhering to all regulatory guidelines.

· Select and present a diverse range of plan options and investment choices to decision- makers.

· Leverage local and national strategies to provide participants with guidance on account-related questions.

· Design complex retirement plan structures tailored to meet institutional client needs.

Compliance and Regulatory Expertise · Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards. · Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition. · Stay informed of industry trends and regulatory changes to ensure client plan compliance. · Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary. · Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance (non-discrimination testing review/analysis). · Facilitate Fiduciary training, ensuring clients understand their responsibilities and best practices. · Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.

Qualifications, Skills and Requirements:

· Proven track record of exceeding sales goals.

· Strong understanding of ERISA regulations and fiduciary best practices.

· Excellent communication, presentation, and interpersonal skills.

· Ability to work and make decisions independently.

· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).

· Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce

preferred.

· Proven success with multi-tasking and managing priorities effectively.

· Ability to adapt to a rapidly changing business and technology environment.

· Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.

· Must be able to maintain confidentiality of highly sensitive client information,

including personnel and financial data.

· Regular and predictable attendance is required.

· Business travel up to 25%.

Education, Training and Experience:

· Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or

relevant experience in retirement plan sales.

· Must possess a valid relevant securities license or demonstrate a strong likelihood of

successfully obtaining the necessary licensure within XX days of hire.

· 2+ years of retirement plan related experience required

· 2 – 5 years of industry related sales experience preferred

The typical base pay range for this role nationwide is $70,000.00 to $100,000.00 per year.