Executive Benefits Consultant

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity: 

Summary:

This role is responsible for designing, implementing, funding, and maintaining Executive

Benefits plans for clients and serving as the primary owner of a book of business. This

position involves analyzing and designing Executive Benefits 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 client retention.

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

Executive Benefits 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 Executive Benefits

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 Executive

Benefits solutions.

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.

· Build and maintain positive relationships with assigned clients, fostering open

communication and exceeding expectations.

Plan Design Consulting

· Select and present a diverse range of plan options, design choices, and funding

solutions to decision-makers.

· Work with Third Party Administrators to provide participants with guidance on

account-related questions.

· Conduct periodic analysis to ensure plan funding solutions are meeting the clients’

objectives.

· Design complex Executive Benefits structures tailored to meet institutional client needs. Compliance and Regulatory Expertise · Conduct benchmarking due diligence to ensure clients' plans are competitive and meet industry standards. · Coordinate RFP fulfillment, demonstrating OneDigital's capabilities and value proposition. · Stay informed of industry trends and regulatory changes to ensure client plan compliance. · Provide ongoing consultation regarding plan needs, potential changes, amendments, and recommend adjustments when necessary. · Collaborate with Plan Administration Specialists to explain plan requirements and propose strategies for plan compliance. · Facilitate best practices training, ensuring clients understand their responsibilities and best practices. · Offer regulatory and legislative consulting, keeping clients informed of relevant updates that may impact their plans.

Qualifications, Skills and Requirements:

· Proven track record of exceeding sales goals.

· Strong understanding of 409A regulations, industry best practices,