Retirement Plan Consultant

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

📋 Description

• Provide impartial guidance tailored to the requirements of plan sponsors and eligible employees.

• Conduct individual and group presentations both in person and through video technology.

• Facilitate enrollment meetings, age-focused financial education sessions, and financial literacy events.

• Engage in benefit fairs and orientations for new employees.

• Participate in annual reviews of plans and financial education strategies.

• Assist the Relationship Manager and/or District Vice President with focused educational initiatives.

• Enhance plan participation and deferral rates.

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

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

⛳️ Requirements

• A high school diploma or GED is mandatory.

• A Bachelor's Degree is preferred.

• Series 7 and Series 66 licenses are preferred.

• Relevant state insurance licenses are required.

• CFP, ChFC, or similar designations are advantageous.

• Exceptional presentation abilities are essential.

• Bilingual skills in Spanish and English are a plus.

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

• Candidates must not have any disqualifying political contributions under applicable federal or state pay-to-play regulations.

🏝️ Benefits

• Opportunity for incentive bonuses based on the attainment of established plan metrics and client satisfaction scores.

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

• Technology provided by the company, including equipment, helpdesk support, client management, and financial planning tools.

• Company-covered E&O, licensing fees, continuing education, and compliance assistance.

• Medical, dental, and vision insurance options.

• Support for mental health and wellness initiatives.

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

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

• Immediate vesting of company contributions to retirement plans.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time annually.

• At least 24 paid time off (PTO) days available for eligible employees.

• Designation for remote work is available.