Retirement Plan Consultant - Indian River County, FL

The Variable Annuity Life Insurance Company; Boca Raton (FL); Vor Ort; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Immediate access to medical, dental, and vision insurance

401(k) plan with company match

Company-provided technology and tools

Zusammenfassung

The Variable Annuity Life Insurance Company in Boca Raton, Florida, seeks individuals to conduct presentations to improve plan awareness and grow plan assets. Responsibilities include presenting at enrollment meetings and participating in benefit fairs.

Qualifications require a high school diploma (GED preferred) and Series7 or Series66 licenses. The position offers competitive compensation with benefits including immediate access to medical insurance and a 401(k) plan with company match.

Qualifikationen

• High school diploma or GED required; Bachelor’s degree preferred.
• Series7, Series66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Aufgaben

• Conduct individual and group presentations to improve awareness of plan features.
• Present enrollment meetings and age-based financial education meetings.
• Participate in benefit fairs and new employee orientations.
• Assist the Relationship Manager with targeted education campaigns.
• Meet with participants to educate regarding plan participation.

Kenntnisse

Excellent presentation skills

Bilingual Spanish/English

Ausbildung

High school diploma or GED

Bachelor’s degree

Series7 and Series66

CFP, ChFC or similar designations

Jobbeschreibung

Responsibilities

• Conduct individual and group presentations, in person or via video, to improve awareness of plan features and grow plan assets.
• Present enrollment meetings, age‑based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or based on the 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 the 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 them regarding plan participation.
• Travel may be required for new plan enrollments in your territory.

Qualifications

• High school diploma or GED required; Bachelor’s degree preferred.
• Series7, Series66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Compensation & Benefits

Salary paid position with bonus potential. Competitive benefits package that includes immediate access to medical, dental, vision, life insurance and a 401(k) plan with company match. Company‑provided technology, help‑desk assistance and client‑management tools. Company‑covered E&O, licensing fees, continuing education and compliance support.

Equal Opportunity Employer

We are an Equal Opportunity Employer. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The company also commits to compliance with all fair employment practices regarding citizenship and immigration status.