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.

View this job on nocollar jobs