Retirement Plan Consultant at OneDigital

You're a mid-level professional with at least two years of retirement plan experience and 2-5 years in industry sales, ideally holding a relevant securities lic

Work type: onsite

Location: Tampa, FL | Fort Lauderdale, FL

Type: Full-time

You're a mid-level professional with at least two years of retirement plan experience and 2-5 years in industry sales, ideally holding a relevant securities license or planning to obtain one. **What makes it worth a look...** OneDigital is looking for a Retirement Plan Consultant for an on-site role in Tampa or Fort Lauderdale, FL. This position focuses on designing, implementing, and managing retirement plans, acting as a strategic advisor to clients, and developing new business. **You might be a good fit if you...** * Have a strong grasp of ERISA regulations and fiduciary best practices. * Are proficient in Microsoft Office Suite (Word, Excel, PowerPoint). * Have experience managing sales pipelines in a CRM like Salesforce. * Possess a Bachelor's degree in Business, Economics, Finance, or have equivalent experience.

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