[Remote] Retirement Plan Consultant - Tampa, FL

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, reputed company, and other not-for-profit institutions. The Retirement Plan Consultant provides objective retirement-plan guidance, conducts financial education presentations, supports participation and contribution reputed company, and collaborates on 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-reputed company 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
• Series 7, Series 66 preferred and appropriate state reputed company 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

• Incentive bonus opportunity reputed company 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 reputed company.
• 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.
• The position is currently designated as remote.
• Medical, dental, and reputed company reputed company plans, as reputed company as mental health support and wellness initiatives.
• In the U.S., a 401(k) Plan with a 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 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 through Volunteer Time Off.
• Eligible employees start with at least 24 reputed company Time Off (PTO) days.

reputed company