Remote Retirement Plan Consultant II – Bonus & Growth

The Variable Annuity Life Insurance Company; Addison (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary with bonus potential

Immediate access to medical, dental, vision, life insurance

Company-provided technology and assistance

Paid time off: at least 24 PTO days

Employee assistance program and wellness initiatives

Matching charitable donations up to $5,000

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance for retirement savings plans. The role includes conducting presentations and educating employees about plan features, along with participating in benefit fairs and new employee orientations.

This position is currently remote, requiring some travel (up to 25%). The ideal candidate has strong presentation skills and may be bilingual in Spanish.

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred; 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.
• Assist Relationship Manager with targeted education campaigns.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor’s Degree preferred

Series 7 and Series 66 preferred

CFP, ChFC or similar designations

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide guidance for retirement savings plans. The role includes conducting presentations and educating employees about plan features, along with participating in benefit fairs and new employee orientations.

This position is currently remote, requiring some travel (up to 25%). The ideal candidate has strong presentation skills and may be bilingual in Spanish.