Retirement Plan Consultant - Polk County, FL
About the role
Conduct individual and group presentations, in person or via 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.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Affiliate with Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
Meet with participants and eligible employees to educate employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
Responsibilities
- Conduct individual and group presentations, in person or via 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.
- Participate in benefit fairs and new employee orientations.
- Participate in the annual plan review and financial education planning process.
- Affiliate with Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
- Meet with participants and eligible employees to educate employees regarding plan participation.
- Travel dependent on your territory may be required for new plan enrollments.
Requirements
- High school diploma or GED required; Bachelor's Degree preferred
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- CFP, ChFC or similar designations desirable
- Excellent presentation skills
- Bilingual Spanish/English skills a plus
Qualifications
- High school diploma or GED required
- Bachelor's Degree preferred
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- CFP, ChFC or similar designations desirable
- Excellent presentation skills
- Bilingual Spanish/English skills a plus
Skills
- Excellent presentation skills
Benefits
- This is a salary paid position with bonus potential
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
Pay
Salary paid position with bonus potential
Schedule
Up to 50% travel
Functional Area
SC - Sales Commission
Relocation Provided
No
Variable Annuity Life Insurance Company
The Variable Annuity Life Insurance Company