Remote Retirement Plan Consultant II — Greensboro

The Variable Annuity Life Insurance Company; Greensboro (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with match

Company-provided technology

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. An incentive bonus is possible based on plan metrics and client satisfaction ratings.

The role involves presentations, enrollment meetings, and financial education, with travel up to 25% and remote work flexibility. Strong communication, licenses, and designations are valued as part of a comprehensive benefits package.

Qualifications

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

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.

Skills

Presentation skills

Series 7

Series 66

CFP designation

ChFC designation

Bilingual Spanish/English

High school diploma or GED

Education

Bachelor's Degree preferred

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. An incentive bonus is possible based on plan metrics and client satisfaction ratings.

The role involves presentations, enrollment meetings, and financial education, with travel up to 25% and remote work flexibility. Strong communication, licenses, and designations are valued as part of a comprehensive benefits package.