Remote Retirement Plan Consultant

The Variable Annuity Life Insurance Company; Atlanta (GA); À distance; USD 80 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health and Wellness

Retirement Savings

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Résumé du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and eligible employees. An incentive bonus is available based on plan metrics and client satisfaction ratings.

You will conduct in-person or virtual presentations to explain plan features, enroll participants, and educate on financial literacy. Travel up to 25% may be required; remote work is available with competitive benefits.

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.

Responsabilités

• 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.

Connaissances

Presentation skills

Bilingual Spanish/English

Formation

Bachelor's degree preferred

High school diploma or GED required

Description du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and eligible employees. An incentive bonus is available based on plan metrics and client satisfaction ratings.

You will conduct in-person or virtual presentations to explain plan features, enroll participants, and educate on financial literacy. Travel up to 25% may be required; remote work is available with competitive benefits.