[Remote] Retirement Plan Consultant - reputed company GA

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 working in reputed company, higher education, K-12, government, and other not-for-profit institutions. The Retirement Plan Consultant provides objective retirement guidance to plan sponsors and eligible employees, delivers financial education presentations, supports enrollment and participation initiatives, and assists with plan reviews and targeted education campaigns.

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
• Appropriate state insurance licenses
• Excellent presentation skills
• Bachelor's Degree
• Series 7
• Series 66
• CFP
• ChFC
• Bilingual Spanish/English skills

Benefits

• Incentive bonus opportunity based on factors including the achievement of reputed company-defined plan metrics and reputed company satisfaction ratings
• Immediate reputed company to medical, dental, reputed company, and life insurance
• 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
• Medical, dental and reputed company insurance plans
• Mental health support and wellness initiatives
• In the U.S., a 401(k) Plan offering dollar-for-dollar Company matching contributions 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 reputed company immediately
• Confidential counseling services and resources through the Employee Assistance Program
• Matching charitable donations 1:1, up to $5,000, to tax-exempt organizations
• Up to 16 volunteer hours annually
• Eligible employees start with at least 24 reputed company Time Off (PTO) days
• This position is currently designated as remote

reputed company