Retirement Plan Consultant

Responsibilities:

• Deliver enrollment meetings, financial education sessions, and literacy meetings to plan sponsors and employees.
• Collaborate with Relationship Managers on education campaigns to boost participation and deferral rates.
• Travel as needed for new plan enrollments, with estimated travel up to 25%.

Qualifications:

• High school diploma or GED required; Bachelor's Degree is preferred.
• Series 7 and Series 66 licenses are preferred, with state insurance licenses required.
• CFP or ChFC designations are desirable, and bilingual Spanish/English skills are a plus.

Benefits and Support:

• Receive competitive benefits including immediate access to medical, dental, vision, and a 401(k) with company match.
• Utilize company-provided technology, compliance support, and paid licensing fees for professional development.
• Enjoy a comprehensive wellness program with mental health resources and volunteer time off opportunities.