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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