• Responsible for designing, implementing, and maintaining qualified retirement plans for clients • Serving as the primary owner of a book of business • Analyzing and designing retirement plan structures • Acting as a strategic workforce consultant • Effectively communicating the broader OneDigital value proposition to prospective clients • Working with service teams to provide an exceptional level of customer service • Developing and managing a robust sales pipeline through various channels • Effectively communicating the value proposition of OneDigital's retirement plan and workplace solutions • Achieving and exceeding annual sales goals • Participating in industry and conference presentations • Organizing and managing prospect events to educate potential clients about retirement plan options • Leading client relationships and understanding their needs • Developing and executing a customized relationship strategy • Building and maintaining positive relationships with assigned clients • Performing investment advisory services for clients • Selecting and presenting a diverse range of plan options and investment choices • Greeting local and national strategies to provide participants with guidance • Designing complex retirement plan structures • Conducting benchmarking due diligence to ensure compliance • Coordinating RFP fulfillment • Staying informed of industry trends and regulatory changes • Providing ongoing consultation regarding plan needs • Facilitating Fiduciary training • Offering regulatory and legislative consulting