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Ventajas ofrecidas por este puesto de trabajo
Competitive benefits package
Company-provided technology
Employee Assistance Program
Paid Time Off
Volunteer Time Off
Descripción de la vacante
A leading financial services firm is seeking a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors. You will conduct presentations and assist employees with understanding retirement plans, with a strong emphasis on client satisfaction. This remote position involves some travel, and offers a competitive salary range of $60,000-$70,000 along with a robust benefits package including medical, dental, and vision insurance. Candidates must hold relevant licenses and possess excellent presentation skills.
Formación
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.
Responsabilidades
Conduct individual and group presentations to improve awareness of plan features.
Participate in benefit fairs and new employee orientations.
Assist Relationship Manager with targeted education campaigns to increase participation.
Conocimientos
Excellent presentation skills
Bilingual Spanish/English skills
Educación
High school diploma or GED
Bachelor's Degree
Descripción del empleo
A leading financial services firm is seeking a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors. You will conduct presentations and assist employees with understanding retirement plans, with a strong emphasis on client satisfaction. This remote position involves some travel, and offers a competitive salary range of $60,000-$70,000 along with a robust benefits package including medical, dental, and vision insurance. Candidates must hold relevant licenses and possess excellent presentation skills.
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