Remote Retirement Plan Consultant – Education & Growth

The Variable Annuity Life Insurance Company; United States; À distance; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision insurance

401(k) plan with match

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 employees eligible for retirement savings plans.

Responsibilities include conducting individual and group presentations, enrollment meetings, and education sessions, supporting plan reviews, and traveling up to 25% as needed. This is a salary position with bonus potential and a comprehensive benefits package.

Qualifications

• High school diploma or GED required; Bachelor's Degree preferred.
• Series 7, Series 66 preferred; appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Responsabilités

• Conduct individual and group presentations to improve awareness of plan features and to grow plan assets.
• Present enrollment meetings and financial education sessions as requested by the plan sponsor or education plan.
• Actively participate in benefit fairs and new employee orientations.
• Assist in annual plan reviews and financial education planning process.
• Travel dependent on territory may be required for new plan enrollments.

Connaissances

Presentation skills

Bilingual Spanish/English

Series 7/66 licenses

Insurance licenses

CFP/ChFC designations

Formation

High school diploma or GED

Bachelor's degree

Description du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans.

Responsibilities include conducting individual and group presentations, enrollment meetings, and education sessions, supporting plan reviews, and traveling up to 25% as needed. This is a salary position with bonus potential and a comprehensive benefits package.