Remote Retirement Plan Consultant

The Variable Annuity Life Insurance Company; Atlanta (GA); À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision

401(k) with match

Company-provided technology

Licensing and education support

Paid time off

Résumé du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees eligible for the retirement savings plan. The role offers an incentive bonus based on plan metrics and client satisfaction ratings.

The position is remote with up to 25% travel. Ideal candidates possess a high school diploma or GED, with a Bachelor's degree preferred, and licenses such as Series 7/66. Bilingual Spanish/English is a plus.

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 to improve awareness of plan features and grow plan assets.
• Present enrollments, age-based financial education, and literacy meetings as requested.
• Actively participate in benefit fairs and new employee orientations.
• Assist with annual plan review and financial education planning.
• Support education campaigns to increase participation and deferral rates.
• Meet with participants to educate employees regarding plan participation.
• Travel dependent on territory may be required for new enrollments.

Connaissances

Presentation skills

Bilingual Spanish/English

Formation

High school diploma or GED

Bachelor’s Degree preferred

Series 7, Series 66 preferred

State insurance licenses required

CFP, ChFC desirable

Description du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees eligible for the retirement savings plan. The role offers an incentive bonus based on plan metrics and client satisfaction ratings.

The position is remote with up to 25% travel. Ideal candidates possess a high school diploma or GED, with a Bachelor's degree preferred, and licenses such as Series 7/66. Bilingual Spanish/English is a plus.