Senior Retirement Plan Consultant (Remote Houston, TX) at OneDigital
This role is designed for a retirement plan specialist with at least two years of ERISA experience and a proven track record in financial services sales. You sh
Work type: onsite
Location: RIA- Houston, TX (Richmond Ave)
Type: Full-time
This role is designed for a retirement plan specialist with at least two years of ERISA experience and a proven track record in financial services sales. You should be comfortable managing a full book of business, from designing complex plan structures to presenting at industry conferences.
**What makes it worth a look...**
This position offers a clear path for growth by combining high-level investment consulting with a performance-based pay structure that includes commissions and bonuses. While the office is based in Houston, the company provides a comprehensive benefits package including specialized wellbeing programs and reimbursement for job-related expenses.
**You might be a good fit if you...**
* Hold a valid securities license or can obtain one within your first 100 days.
* Have experience navigating non-discrimination testing and fiduciary training for plan sponsors.
* Are disciplined about tracking your sales pipeline and client interactions within Salesforce.
* Can travel up to 25% of the time to meet with clients and prospects.
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