Remote Retirement Plan Consultant Educate & Grow Assets

The Variable Annuity Life Insurance Company

Fellowship (NJ)

On-site

USD 60,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Competitive benefits package
401(k) plan with match
Company-provided technology

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance in retirement savings plans. This remote role requires conducting presentations to promote plan features and improve asset growth.

The desired candidate should have a high school diploma or GED (Bachelor’s preferred), Series 7 and 66 licenses, and excellent presentation skills. The compensation ranges from $60,000 to $70,000, along with a comprehensive benefits package.

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.
  • Excellent presentation skills.
  • Bilingual Spanish/English skills a plus.

Responsibilities

  • Conduct individual and group presentations to improve awareness of plan features.
  • Actively participate in benefit fairs and new employee orientations.
  • Participate in the annual plan review and financial education planning process.
  • Assist with targeted education campaigns to increase plan participation.
  • Meet with participants to educate employees regarding plan participation.

Skills

Excellent presentation skills
Bilingual Spanish/English skills

Education

High school diploma or GED
Bachelor's Degree
Series 7, Series 66
CFP, ChFC or similar designations

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance in retirement savings plans. This remote role requires conducting presentations to promote plan features and improve asset growth.

The desired candidate should have a high school diploma or GED (Bachelor’s preferred), Series 7 and 66 licenses, and excellent presentation skills. The compensation ranges from $60,000 to $70,000, along with a comprehensive benefits package.

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