Retirement Plan Analyst - Hybrid (Atlanta, GA)

OneDigital•Atlanta, GA

1d•Hybrid

About The Position

This role is responsible for assisting in the design, implementation, and maintenance of qualified retirement plans for clients and supporting the primary owner of a book of business. This position involves assisting with the analysis and design of retirement plan structures and learning to understand and communicate the broader OneDigital value proposition to prospective and current clients. This role works with service teams to provide an exceptional level of customer service, driving client retention.

Requirements

Proven track record of exceeding sales goals.
Strong understanding of ERISA regulations and fiduciary best practices.
Excellent communication, presentation, and interpersonal skills.
Ability to work independently and make sound decisions.
Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
Demonstrated discipline maintaining sales pipeline information in a CRM; Salesforce preferred.
Proven success with multitasking and managing priorities effectively.
Ability to adapt to a rapidly changing business and technology environment.
Continuous learner mentality with the ability to adopt new solutions and interpret the impact of new laws for prospective clients.
Ability to maintain confidentiality of highly sensitive client information, including personnel and financial data.
Regular and predictable attendance required.
Business travel up to 25%.
Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.

Nice To Haves

Bachelor’s degree in Business, Economics, Finance, or a related field preferred, or relevant experience in retirement plan sales.

Responsibilities

Effectively communicate the value proposition of OneDigital's retirement plan and workplace‑to‑wealth solutions to prospective clients, highlighting the benefits of comprehensive offerings.
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.
Grow client relationships by working closely with plan sponsors to understand their needs, goals, and strategic objectives.
Work with the team to develop and execute customized relationship strategies aligned with each client’s unique situation.
Build and maintain positive relationships with assigned clients, fostering open communication and exceeding expectations.
Assist the team in providing investment advisory services for clients while adhering to all regulatory guidelines.
Support the presentation of 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.
Support the design of complex retirement plan structures tailored to meet institutional client needs.
Conduct benchmarking and due diligence to ensure client 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 recommended adjustments.
Collaborate with Plan Administration Specialists to explain testing requirements and propose strategies for plan compliance, including non‑discrimination testing review and analysis.
Facilitate fiduciary training to ensure clients understand their responsibilities and best practices.
Offer regulatory and legislative consulting to keep clients informed of relevant updates that may impact their plans.