Remote Retirement Plan Advisor

The Variable Annuity Life Insurance Company; Village of Williamsville (NY); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Salary plus bonus potential

Competitive benefits package

Company-provided technology

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant who will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including plan metrics and client satisfaction.

The role involves presenting to groups, enrolling employees, and supporting education campaigns.

Qualifications

• High school diploma or GED required.
• Bachelor's Degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Must have excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree preferred

Tools

Series 7 license

Series 66 license

State insurance licenses

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant who will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including plan metrics and client satisfaction.

The role involves presenting to groups, enrolling employees, and supporting education campaigns.