Role OverviewThe Retirement Plan Consultant will provide objective guidance to plan sponsors and employees eligible for retirement savings plans. The role involves conducting presentations, participating in benefit fairs, and assisting with education campaigns to increase plan participation and deferral rates.
What You Will Do
Responsibilities include conducting individual and group presentations, participating in benefit fairs, and assisting with education campaigns. Travel may be required for new plan enrollments.
Why It Might Be a Fit
The ideal candidate will have excellent presentation skills, a high school diploma or GED, and Series 7 and Series 66 licenses. Bilingual Spanish/English skills are a plus.
Requirements
- 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
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools
- Company-paid E&O, licensing fees, continuing education, and compliance support
- Matching charitable donations (up to $5,000)
- Volunteer Time Off (up to 16 hours annually)
- Paid Time Off (at least 24 days annually)
- 401(k) plan with company matching contribution (up to 6% of eligible pay) and company contribution (equal to 3% of eligible pay)
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