[Remote] Retirement Plan Consultant II - Pensacola, FL
Note: The job is a remote job and is open to candidates in USA. reputed company is an industry-leading provider of financial planning tools for community members in various sectors. The Retirement Plan Consultant will provide objective guidance reputed company with the needs of plan sponsors and employees, conducting presentations and participating in education campaigns to enhance plan participation and deferral rates.
Responsibilities
- Conduct individual and group presentations, in person or reputed company 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 reputed company employees regarding plan participation
- Travel dependent on your territory may be required for new plan enrollments
Skills
- High school diploma or GED required
- Appropriate state insurance licenses required
- Must have excellent presentation skills
- Bachelor's Degree preferred
- Series 7, Series 66 preferred
- CFP, ChFC or similar designations desirable
- Bilingual Spanish/English skills a plus
Benefits
- Bonus potential
- Competitive benefits package with immediate access to medical, dental, reputed company, 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
- Medical insurance
- Dental insurance
- reputed company insurance
- Life insurance
- 401(k) plan with match
- Health and Wellness: We offer a range of medical, dental and reputed company insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to reputed company.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families reputed company they need it.
Company Overview