Retirement Plan Consultant at OneDigital
This role is for an experienced advisor with at least two years in the retirement space who can balance high-level sales with technical plan design. You will be
Work type: onsite
Location: RIA-Farmington, CT
Salary: $70,000 – $100,000/yr
Type: Full-time
This role is for an experienced advisor with at least two years in the retirement space who can balance high-level sales with technical plan design. You will be expected to hunt for new business while managing a book of corporate clients from their Farmington office.
**What makes it worth a look...**
The $70,000 to $100,000 base is a solid foundation for a mid-level role, especially since it includes variable commission and bonuses tied to your sales performance. OneDigital is also known for a strong "people-first" culture that values authenticity and offers comprehensive health and financial benefits.
**You might be a good fit if you...**
* Already hold or can quickly obtain relevant securities licenses.
* Feel comfortable explaining ERISA regulations and fiduciary duties to business owners.
* Have experience using Salesforce to manage a complex B2B sales pipeline.
* Don't mind traveling up to 25% of the time to meet with plan sponsors.
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