Remote Retirement Plan Consultant II

The Variable Annuity Life Insurance Company; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Immediate access to medical, dental, vision insurance

401(k) plan with match

Company-provided technology

Employee Assistance Program

Matching charitable donations up to $5,000

Paid time off: at least 24 days for new employees

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors and employees. This role involves conducting presentations, participating in benefit fairs, and educating employees on plan participation.

The ideal candidate should have a high school diploma or GED, prefer a Bachelor’s Degree, and possess Series7 and Series66 licenses. The position offers a remote work option and a competitive benefits package.

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series7 and Series66 licenses preferred with appropriate state insurance licenses required.
• CFP, ChFC, or similar designations desirable.

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features.
• Actively participate in benefit fairs and new employee orientations.
• Assist Relationship Manager with targeted education campaigns.

Skills

Excellent presentation skills

Spanish/English bilingual skills

Education

High school diploma or GED

Bachelor’s Degree

Series7 and Series66 licenses

CFP, ChFC, or similar designations

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors and employees. This role involves conducting presentations, participating in benefit fairs, and educating employees on plan participation.

The ideal candidate should have a high school diploma or GED, prefer a Bachelor’s Degree, and possess Series7 and Series66 licenses. The position offers a remote work option and a competitive benefits package.