Stand out for this role — generate a tailored resume and cover letter in about a minute.
Get past ATS filters
Benefits offered by this job
Competitive benefits package
401(k) plan with company match
Company-provided technology
Paid Time Off of at least 24 days
Volunteer Time Off
Job summary
A leading financial services provider is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees. Responsibilities include conducting presentations to educate on plan features and participating in benefits fairs. The position offers a salary with a bonus potential as well as a competitive benefits package including medical and dental insurance, 401(k) with matching contributions, and more. Remote work is available, with potential travel required.
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.
Responsibilities
Conduct presentations to improve awareness of plan features and grow plan assets.
Participate in benefit fairs and new employee orientations.
Assist with targeted education campaigns to increase participation.
Skills
Excellent presentation skills
Bilingual Spanish/English
Education
High school diploma or GED
Bachelor's Degree
Series 7 and Series 66 licenses
CFP, ChFC or similar designations
Job description
A leading financial services provider is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees. Responsibilities include conducting presentations to educate on plan features and participating in benefits fairs. The position offers a salary with a bonus potential as well as a competitive benefits package including medical and dental insurance, 401(k) with matching contributions, and more. Remote work is available, with potential travel required.