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, 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.

• 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

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!