Retirement Plans Director

OPOC.us (One Point of Care) is seeking a full-time Retirement Plans Director to join the team in our Worthington, OH location. This role is responsible for producing new business in our Retirement Services department as well as servicing existing accounts. The ideal candidate is a positive, high-energy individual who has solid industry knowledge, excellent oral and written communication skills, and enjoys working in a fast-paced, team environment. To be successful in this role, you will have excellent knowledge of trends and regulatory changes, the ability to assess client and participant needs and deliver a positive customer experience through proactive guidance and education.

Essential Duties and Responsibilities:

•    Produces Retirement Services revenue through sales to new and existing clients with emphasis on small to mid-size companies.
•    Assists in providing service to clients according to their needs, retaining them as clients.
•    Participates in team sales situations with other producers and support personnel.
•    Manages overall Client relationships and is supported by day-to-day account management.
•    Applies industry technologies to new sales, additional sales to existing clients and account service.
•    Provides direction in account transfer situations.
•    Develops and maintains interdivision/ intercompany relationships consistent with our corporate culture.

Requirements:

•    Bachelor’s degree, with 1 year of related experience, and appropriate licensing required
OR;
•    High School diploma with 4 years of related experience, and appropriate licensing required
•    FINRA Series 7 and 66 licensing required
•    Strong communication and interpersonal skills
•    Passion for sales and extremely goal oriented with the ability to work independently
•    Driven, Disciplined, achievement-focused, coachable, and professional

Compensation:

This role offers great potential for achieving high levels of compensation, depending on your individual drive. OPOC.us offers generous base pay and full benefits, as well as goal-oriented bonuses and incentives.

Benefits:
•    401K with company matching.
•    Medical insurance
•    Dental insurance
•    Vision insurance
•    Company paid life insurance.
•    Paid holidays and time off.
•    Company paid TelAssurance, a wellness benefit that offers unlimited telemedicine and a robust Rx program.
•    Onsite gym and health coaching

OUR GROWTH OPPORTUNITIES:

At OPOC, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!