Operations Specialist

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. 

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity: 

The Operations Specialist accepts ownership for leading the day-to-day operations of the Financial Wellness program.  The Specialist is responsible for accomplishing these things all while keeping customer satisfaction at the core of every decision and behavior. This position is highly visible in the organization and the successful candidate is direct customer facing.

Essential Duties and Responsibilities:

• Lead the day-to-day operations for financial wellness platform and related tools.
• Lead implementation of new plans to Financial Elements in conjunction with the advisor, plan sponsor and Mentor
• Lead coordinating the continual build out of marketing materials in conjunction with the with marketing team
• Work as part of a project team to coordinate technology, marketing & operational developments and determine project scope and limitations
• Assist advisors with sales to plan sponsors as requested, including presenting program overview, features and demo of system either on-site or via webinar
• Foster solid relationships with affiliate sales teams within the Resources organization to provide a maximum value to both customers and to the Financial Elements program.
• Educate affiliates on program to increase adoption by advisors including proactively reaching out to affiliates
• Train team and affiliate offices on the program's best practices, enhancements and apps
• Identify, prepare, coordinate and present training programs for the team and affiliate offices, as needed.
• Evaluate effectiveness of training programs and analyze future training needs. Maintain and update on an on-going basis
• Lead the review, evaluation, implementation and maintenance of additional tools, systems and resources offered within the program
• Evaluate, update, implement, launch and maintain existing tools, systems and resources
• Lead the day-to-day operations, maintenance and enhancements of our ROBO platform including initial  set-up for new advisors and training
• Lead build out of reporting from system - plan sponsor, participant & internal
• Answer user inquiries regarding program to resolve problems
• Assist with the implementation, launch and maintenance of participant Managed Account services with various recordkeepers.  Including developing and managing the process for gathering the necessary documents, enrolling participants and ensuring models and portfolios are in compliance.
• Assist Mentors with communication to plan participants during high volume periods including taking inbound calls, emails and chat and proactively making outbound contacts
• Maintain on-going relationship with plan sponsors and provide ongoing support and services related to the Financial Elements program
• Maintain any continuing education requirements made necessary for compliance and certifications held
• Comply with all compliance policies, procedures both at the firm and regulatory level.

Qualifications, Skills and Requirements:

• Must be team oriented, enjoy working with people, and be pro-active, flexible, and have the ability to work independently and accurately in a fast-paced environment
• Applies critical thinking and problem-solving skills of the work being performed to see it through to a resolution with minimal supervision
• Detail oriented problem-solver
• Ability to multi-task and establish priority of work
• Excellent communication skills, both written and verbal
• Excellent follow through and client communication
• Ability to work in a team environment, supporting operational based activities
• Will be required to demonstrate technical expertise in financial matters, must understand overall sales process for financial products and services
• Previous experience in a customer support role
• Customer focus and adaptability to different personality types
• Public speaking skills needed
• Strong PC skills i.e. Microsoft Office Suite, SalesForce CRM and certain financial industry specific tools
• Must possess a high level of intelligence and commitment to long-term professional development (lifelong learning and certifications).

Education, Training and Experience:

• An undergraduate degree (e.g., Business, Accounting, Finance, or Economics} is required or equivalent work experience
• At least two years experience in the financial services; working knowledge of personal finance topics, investment vehicles and 401(k) plans.
• FINRA Series 65 licensing

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.

Thank you for your interest in joining the OneDigital team!