Executive Benefits Consultant at OneDigital Investment Advisors LLC — RIA-Overland Park, KS

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.

• Proven track record of exceeding sales goals.
• Strong understanding of 409A regulations, industry best practices, and funding

solutions.

• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce

preferred.

• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of

new laws for prospective clients.

• Must be able to maintain confidentiality of highly sensitive client information,

including personnel and financial data.

• Regular and predictable attendance is required.
• Business travel up to 25%.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant

experience in Executive Benefits sales.

• 2+ years of Executive Benefits related experience required
• 2 – 5 years of industry related sales experience preferred
• Registration with a Broker Dealer required.
• Securities license Series 6 and 63 required.
• Life & Variable Life insurance licenses required · NQPA Certification required within first year of employment

Other:

This job description should not be construed to imply that these requirements are the

exclusive standards of the position. Incumbents will follow any other instructions and

perform any related duties as required. Reasonable accommodation will be provided for

qualified individuals with disabilities. The employer has the right to revise this job description

at any time. The job description is not to be construed as a contract for employment.

The information below is for internal use only.

Pre-hire Screening Requirements:

• Criminal
• Financial

Registration and Licensure

• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors
• Required to be registered with a Broker Dealer
• Licensure to achieve both IAR and BD registration may be achieved through a combination of either:
• Series 65, 6 and 63
• Series 7 and 66
• Life & Variable Life insurance licenses required
• NQPA Certification required within first year of employment

Job Description Customization

• Hiring managers may customize this job description based on their specific needs. HR/Talent Management should provide oversight to ensure additional duties still reflect the primary intent of the role and reach out to Business Line leadership when questions arise.
• Series 65, 6 and 63
• Series 7 and 66

City and County of San Francisco

City of Los Angeles

County of Los Angeles