Retirement Plan Counselor, Spanish

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

📋 Description

• Create and implement communication and educational strategies through both virtual and in-person group meetings.

• Conduct educational and enrollment presentations for both new and existing participants of defined contribution plans.

• Promote plan enrollment, encourage deferral increases, and facilitate rollovers from prior plans.

• Attain business objectives and foster meaningful discussions while adhering to service level agreements.

• Fulfill reporting obligations, including tracking meetings, attendees, and outcomes in designated systems.

• Cultivate relationships with essential contacts, plan sponsor representatives, and internal stakeholders.

• Organize meeting schedules, which includes travel arrangements.

• Provide insights to local relationship managers regarding communication materials and strategies.

• Aid in exploring alternative communication methods.

• Attend client meetings alongside other service team members.

• Participate in final presentations for new prospects as needed based on territory demands.

⛳️ Requirements

• A bachelor's degree or equivalent experience may be considered in place of a degree.

• 2–4 years of pertinent experience in financial services.

• Bilingual proficiency in Spanish is mandatory.

• Exceptional presentation skills are essential.

• Proficiency in MS Word, Excel, PowerPoint, and Teams is required.

• Strong skills in relationship-building and territory management are necessary.

• Overnight travel is required, with overall travel expected to be 50–60%.

• FINRA Series 6 and Series 63 registrations must be obtained within specified timelines.

• FINRA fingerprinting is required.

• Capability to perform calculations involving interest, proportions, percentages, and fractions.

• Ability to work independently is essential.

• Applicants must have authorization to work for any employer in the U.S.; employment visa sponsorship is not available.

• A reliable high-speed internet connection with a wired setup and a suitable home office environment is required for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• 401(k) plan featuring generous company matching contributions up to 6%.

• Access to financial advisory services.

• Potential for company discretionary retirement contributions.

• A wide range of investment options.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual work environment with the option to wear jeans.

• Generous paid time off from the start of employment.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time amounting to 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability benefits.

• Family and Medical Leave (FMLA) provisions.

• Participation in Business Resource Groups (BRGs).

• A flexible work environment.

• A reliable high-speed internet connection and wired setup are required, with necessary computer equipment provided.