Retirement Plan Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Offer unbiased guidance tailored to the needs of plan sponsors and eligible employees.

• Facilitate individual and group presentations, either in person or through video conferencing technology.

• Enhance awareness of retirement plan features and expand plan assets.

• Conduct enrollment sessions, age-specific financial education meetings, and financial literacy workshops.

• Take part in benefit fairs and orientations for new employees.

• Engage in annual plan assessments and financial education planning.

• Support the Relationship Manager and/or District Vice President in targeted educational initiatives.

• Boost plan participation and deferral rates.

• Meet with participants and eligible employees to inform them about plan participation opportunities.

• Travel within the designated territory as needed for new plan enrollments.

⛳️ Requirements

• High school diploma or GED is mandatory.

• Bachelor's Degree is preferred.

• Series 7 and Series 66 licenses are preferred.

• Required state insurance licenses must be obtained.

• CFP, ChFC, or similar qualifications are advantageous.

• Exceptional presentation abilities are essential.

• Bilingual proficiency in Spanish and English is a plus.

• Candidates selected to proceed must disclose any U.S. political contributions made by themselves and their household members in the last two years.

• Up to 25% travel may be necessary based on the designated territory.

🏝️ Benefits

• Opportunity for incentive bonuses based on the achievement of set plan metrics and client satisfaction ratings.

• Comprehensive benefits package offering immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.

• Company-provided technology, including equipment, helpdesk support, client management, and financial planning tools.

• Coverage for E&O, licensing fees, continuing education, and compliance support at no cost to the employee.

• Medical, dental, and vision insurance plans are available.

• Support for mental health and wellness initiatives.

• 401(k) plan with a dollar-for-dollar matching contribution by the company up to 6% of eligible pay.

• Company contribution of 3% of eligible pay to the 401(k) plan.

• Immediate vesting of company contributions to the 401(k) plan.

• Access to confidential counseling services and resources through the Employee Assistance Program.

• Matching charitable donations at a 1:1 ratio up to $5,000.

• Up to 16 hours of volunteer time annually.

• At least 24 paid time off days for eligible employees.