Remote Retirement Plan Consultant - Education & Enrollment

The Variable Annuity Life Insurance Company

United States

Remote

USD 80,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health and Dental Insurance
Vision Insurance
Life Insurance
401(k) with company match
Company-paid licensing support and CE

Job summary

The Variable Annuity Life Insurance Company is hiring a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees eligible for retirement savings plans. The role offers bonus potential and a strong benefits package including medical, dental, vision, life insurance and a 401(k) with company match.

Remote work with potential travel up to 25% and licensing support are part of the job.

Qualifications

  • High school diploma or GED required; Bachelor's Degree preferred.
  • Series 7, Series 66 preferred and appropriate state licenses required.
  • CFP, ChFC or similar designations desirable.
  • Must have excellent presentation skills and ability to educate participants.

Responsibilities

  • Conduct individual and group presentations to improve plan awareness and asset growth.
  • Lead enrollment meetings, age-based planning education and literacy sessions.
  • Participate in benefit fairs and new employee orientations.
  • Support annual plan review and educational planning processes.
  • Travel may be required for new plan enrollments.

Skills

Presentation skills
Bilingual Spanish/English
Excellent communication
Client education

Education

High school diploma or GED
Bachelor's degree preferred

Tools

Series 7
Series 66
State insurance licenses
CFP/ChFC desirable

Job description

The Variable Annuity Life Insurance Company is hiring a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees eligible for retirement savings plans. The role offers bonus potential and a strong benefits package including medical, dental, vision, life insurance and a 401(k) with company match.

Remote work with potential travel up to 25% and licensing support are part of the job.

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