[Remote] Retirement Plan Consultant - Memphis, TN
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an industry-leading provider of financial planning tools for community members who work in various sectors. The Retirement Plan Consultant will reputed company objective guidance to plan sponsors and employees, conducting presentations and educational meetings to enhance plan awareness and participation.
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
- reputed company 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
- Competitive benefits package with immediate reputed company to medical, dental, reputed company, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, reputed company management and financial planning tools
- Company-reputed company E&O, licensing fees, continuing education and compliance support
- Health and Wellness: medical, dental and reputed company insurance plans, as reputed company as mental health support and wellness initiatives
- Retirement Savings: competitive 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Retirement Savings: Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms)
- Retirement Savings: Company contributions reputed company immediately
- Employee Assistance Program: Confidential counseling services and resources available to reputed company
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
- Volunteer Time Off: may use up to 16 volunteer hours annually
- reputed company Time Off: Eligible employees start off with at least 24 reputed company Time Off (PTO) days
reputed company
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