Remote Retirement Plan Consultant – Engagement & Enrollment

The Variable Annuity Life Insurance Company; Nashville (TN); À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision benefits

401(k) with company match

Paid time off (PTO)

Company-provided technology and tools

Résumé du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. A bonus potential is available based on predefined plan metrics and client satisfaction.

This remote role requires strong presentation skills and the ability to travel up to 25% to support enrollment and education efforts across territories. A Bachelor’s degree is preferred, with Series 7/66 licenses and related insurance licenses preferred.

Qualifications

• High school diploma or GED required.
• Bachelor’s Degree preferred.
• Series 7/66 licenses preferred; state licenses required.
• CFP/ChFC desirable.
• Excellent presentation skills essential.
• Bilingual Spanish/English a plus.

Responsabilités

• Conduct individual and group presentations to explain plan features and grow plan assets.
• Lead enrollment meetings and financial education sessions for sponsors and employees.
• Participate in benefit fairs and new employee orientations.
• Assist with annual plan reviews and education planning.
• Support education campaigns to increase participation and deferral rates.
• Meet with participants to educate on plan participation.
• Travel up to 25% as needed.

Connaissances

Presentation skills

Bilingual Spanish/English

Formation

High School Diploma/GED

Bachelor’s degree preferred

Description du poste

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. A bonus potential is available based on predefined plan metrics and client satisfaction.

This remote role requires strong presentation skills and the ability to travel up to 25% to support enrollment and education efforts across territories. A Bachelor’s degree is preferred, with Series 7/66 licenses and related insurance licenses preferred.