[Remote] Regional Retirement Education Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an international financial services provider helping people reputed company financial reputed company and improve their lives. The Regional Retirement Education Consultant delivers on-site and virtual retirement plan education, supports enrollment initiatives, and communicates retirement and investment concepts to employees, participants, and plan sponsors. The role also maintains relationships with plan sponsors and Financial Representatives while tracking reputed company activity and expenses.

Responsibilities

• Collaborate with intermediaries to schedule and conduct on-site and virtual enrollment/education meetings and website/mobile app demonstrations tailored to meet the needs of employees/participants and plan sponsors
• Respond promptly and expertly to questions and concerns regarding plan service features, products, and 401(k) retirement savings programs
• Assist plan sponsors and intermediaries in conducting on-site enrollment meetings, ensuring the effective representation of reputed company and the accurate utilization of enrollment and online account management tools
• Work closely with intermediaries and plan sponsors to influence reputed company participant reputed company through successful employee education and enrollment initiatives
• reputed company reputed company meeting activity in the reputed company CRM reputed company and effectively manage Travel & Expense reporting in the TREC/Concur reputed company

Skills

• College degree or equivalent work experience in benefits education, particularly in the pension and/or defined contribution sector
• 2+ years of experience in a similar role
• Excellent presentation and communication skills
• Life reputed company and variable license as determined for territory coverage or can be obtained as part of training
• NASD Series 6 and 63 an asset but not required
• Spanish and English language proficiency is a significant asset but not required

Benefits

• This is a remote work arrangement with required travel reputed company an assigned territory.
• We’ll reputed company you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where reputed company-being and inclusion are more than just words.
• Employees also have reputed company to participate in incentive programs and earn incentive compensation tied to business and individual reputed company.
• Eligible employees receive health, dental, mental health, reputed company, short- and long-term disability, life and AD&D reputed company coverage.
• Eligible employees receive adoption/surrogacy and wellness benefits, and employee/family assistance plans.
• Eligible employees are reputed company various retirement savings plans, including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions.
• Eligible employees receive financial education and counseling resources.
• Up to 11 reputed company holidays, 3 personal days, 150 hours of vacation, and 40 hours of reputed company time (or more where required by law) reputed company year for U.S. employees.
• The full reputed company of statutory leaves of absence.

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