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Vice President Of Retirement Sales

Company

OneDigital
Address , Charlotte, Nc
Employment type FULL_TIME
Salary
Expires 2023-06-29
Posted at 1 year ago
Job Description
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.
Our Newest Opportunity:
The Investment Advisor drives business results by developing and maintaining prospect relationships, understanding client & prospect needs and delivering opportunities to present OneDigital’s Retirement Plan Services capabilities. This role will also be considered a Business Development Executive (BDE) and will serve as a resource for the Senior Vice President in supporting growth & client acquisition initiatives. The BDE will have a baseline understand of Corporate & Not for Profit Retirement Plans, wealth management, and financial planning marketplace, as well as, exhibiting technical knowledge and competency in investment management, retirement and conducting retirement plan participant education meetings. In addition, this role will support business development efforts including events, campaigns, prospect meetings, and proposals.
Essential Duties and Responsibilities (include but are not limited to):
Drive business results by developing, managing, and expanding client relationships through referral
Thank you for your interest in joining the OneDigital team!