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.
Our Newest Opportunity:
Summary:
This role is a key contributor within OneDigital’s Executive Benefits Practice providing a positive experience for Executive Benefits clients through the development and maintenance of strong relationships with clients. This position serves as a liaison between the plan sponsor, record-keeper, and the OneDigital Executive Benefits Consultant in order to resolve any plan administration or participant issues. The ideal candidate is passionate about client service, retention, and aspires to deepen their knowledge of executive benefits. They must possess deep and creative problem-solving skills and have outstanding communication and relationship management skills to ensure an exceptional level of service.
Essential Duties and Responsibilities (includes but is not limited to):
Act as the lead plan sponsor contact for all day-to-day plan administration issues and requests.
Develop and maintain client administrative project calendars
Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Executive Benefits Consultant and client.
Create and present materials for plan review and enrollment meetings in conjunction with Executive Benefits Consultants
Record and draft meeting minutes and ensure action items are completed timely
Coordinate plan changes, vendor searches, plan corrections, document changes, plan design and fee analyses.
Maintain and update information in CRM system according to required standards
Research, follow up and resolve client inquiries and issues through effective interaction with clients, plan participants and Executive Benefits Consultants in a timely and professional manner
Build relationships with clients and maintain open lines of proactive communication
Identify and pursue additional sales opportunities within their book of clients
Other duties may include, but not limited to: lead training sessions, documentation and improvement of client related processes and procedures, commissions administration and accounting
Qualifications, Skills and Requirements:
Ability to quickly form and maintain positive, productive relationships with clients.
Strong business judgment
Experience working with 409A retirement plans
Ability to work and make decisions independently and as part of a team
Excellent communication skills, both written and verbal; Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
Excellent customer service skills
Superior attention to detail and follow-through
Ability to work well independently and with minimal supervision
Excellent organizational and time management skills; ability to successfully multitask and manage priorities effectively.
Excellent computer skills in Microsoft Office Suite (Word, Excel and PowerPoint). Adobe, Teams and SalesForce
Judgment and problem-solving skills based on precedent
Stay current on company systems and procedures
Critical thinking required for process improvement
Problem solving is required for time sensitive client issues arise which require a prompt decision
Access to highly confidential personnel and financial data
Education, Training and Experience:
Experience working with Nonqualified Deferred Compensation/409A plans
Experience working with Institutional-owned Life Insurance (COLI/BOLI/TOLI)
Bachelor’s Degree required.
7+ years of relationship management experience within the institutional retirement services industry preferred
Life & Variable Life insurance licenses preferred within first year of employment
NQPC Certification required within first year of employment
The typical base pay range for this role nationwide is $90,000 to $110,000 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
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 Francsico
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.
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.
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.
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.
Thank you for your interest in joining the OneDigital team!
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