Retirement Plan Consultant at OneDigital

**Who this is for** This role is for a proactive financial services professional looking to manage a book of business and drive growth within a people-focused o

Work type: onsite

Location: RIA-Chicago, IL (Fulcrum)

Salary: $110,000 – $120,000/yr

Type: Full-time

Summary

**Who this is for** This role is for a proactive financial services professional looking to manage a book of business and drive growth within a people-focused organization. You will serve as the primary strategic consultant for institutional clients, guiding them through complex retirement plan design and compliance needs. **Key highlights** You will lead the full sales cycle for retirement solutions, build robust sales pipelines, and serve as a trusted advisor to plan sponsors. This position balances high-level business development with technical investment consulting and relationship management. **You might be a good fit if you...** - Have a proven track record of achieving annual sales goals in the financial services sector. - Possess deep expertise in retirement plan design, investment advisory services, and regulatory compliance. - Are skilled at conducting high-stakes presentations and effectively managing institutional client relationships. - Can collaborate with internal teams to drive customer service excellence and long-term retention.

Job Description

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 mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

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.

• 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.

• 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.

• 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.

• 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%.

• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors

• 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

• 2+ years of retirement plan related experience required

• 2 – 5 years of industry related sales experience preferred

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

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