Senior Retirement Plan Consultant

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Summary:

This role is responsible for designing, implementing, and providing service to qualified retirement plans for clients and serving as the primary owner of an assigned book of business.  The Consultant is responsible for the day-to-day relationship management for moderately complex client relationships and manages an assigned book of business.  Serving as the primary contact, the consultant will work closely with assigned clients to form effective business relationships through proactive client service, managing service model deliverables, coordinate the appropriate resources to address the clients’ needs and lead any ongoing problem resolution. The Consultant also identifies and develops new business opportunities and prospects for retirement consulting services while maintaining client base.  This position involves analyzing and designing retirement plan structures, acting as a strategic workforce consultant, and effectively communicating the broader OneDigital value proposition to prospective clients.  This role works with service teams to provide an exceptional level of customer service, driving revenue, growth, client satisfaction, and client retention.

Essential Duties and Responsibilities (includes but is not limited to):

Retirement Plan Sales and Business Development

• Develop and manage a robust sales pipeline through various channels, including convergence leads, sales calls, referrals, and COI management.

• Effectively communicate the value proposition of OneDigital's retirement plan and workplace to wealth solutions to prospective clients, highlighting the benefits of our comprehensive solutions.

• Achieve and exceed annual sales goals by skillfully guiding prospects through the sales cycle and closing new deals.

• Participate in industry and conference presentations to showcase expertise and generate leads.

• Organize and manage prospect events to educate potential clients about retirement plan options.

• Introduce broader OneDigital convergence capabilities to prospects.

Client Relationship Management

• Lead client relationships, working closely with plan sponsors to understand their needs, goals, and strategic objectives.

• Develop and execute a customized relationship strategy that aligns with each client's unique situation.

• Deliver (quarterly, semi-annual, or annual) plan reviews to retirement plan committees including investment performance, market updates, legislative updates, industry trends, and benchmarking.

• Build and maintain positive and profitable relationships with assigned clients, fostering open communication and exceeding expectations.

• Work with clients to develop employee education and engagement strategies & materials. 

• Deliver employee education and engagement through combination of in person presentations, webinars, one on ones and other methods as required and appropriate.

• Introduce other OneDigital verticals to broaden OneDigital relationships and support growth.

Investment Consulting and Plan Design

• Perform investment advisory services for clients, adhering to all regulatory guidelines.

• Select and present a diverse range of plan options and investment choices to decision-makers.

• Leverage local and national strategies to provide participants with guidance on account-related questions.

• Design complex sophisticated retirement plan structures and features tailored to meet institutional client needs.

Compliance and Regulatory Expertise

• Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards.

• Lead client recordkeeping RFP ini