Consultant - Retirement Plan Participant | Remote - Travel (15-20%)

Retirement Plan Participant Consultant - Remote (15-20% Travel)

Overview

Join our esteemed team as a Retirement Plan Participant Consultant, where you will play a pivotal role in empowering employees with the financial knowledge and tools necessary to navigate their retirement options effectively. This position offers the flexibility of remote work while requiring occasional travel of up to 20%.

Key Responsibilities

• Participant Education: Engage with clients in individual and group settings to provide insightful guidance on their retirement plan options.
• Conduct Financial Meetings: Facilitate both in-person and virtual financial education events to enhance participant understanding.
• Primary Point of Contact: Serve as the leading resource for plan participants, ensuring they receive comprehensive financial education.
• Client Engagement: Actively interact with clients and their employees to meet service expectations and foster strong relationships.
• Meeting Preparation and Follow-up: Strategically prepare for meetings and ensure effective follow-up to execute deliverables.
• Compliance Consultation: Collaborate with internal ERISA teams to ensure adherence to compliance standards.
• Timely Communication: Provide prompt responses to inquiries and resolve issues efficiently.
  
  

Required Skills

• Proficient in Microsoft Office Suite.
• Proven experience in managing and establishing client relationships.
• Knowledge of retirement plans is advantageous.
• Strong written communication abilities.
• Capacity to make independent, sound decisions.
• Excellent interpersonal skills for engaging with diverse personalities.
• Leadership and coaching capabilities.
• Proficient analytical and problem-solving skills.
• Committed to professionalism and maintaining a courteous demeanor.
• Exceptional attention to detail and decision-making skills.
  
  

Qualifications

• A college degree or relevant experience is preferred.
• Bilingual candidates, particularly those fluent in Spanish, are highly encouraged to apply.
  
  

Career Growth Opportunities

We are dedicated to your professional development, providing extensive training and support to ensure your success in this role. High achievers can expect significant financial growth over time, particularly as they master the diverse and essential technical skills necessary for excellence in this position.

If you are committed to helping individuals reach their financial aspirations and thrive in a vibrant, supportive environment, we invite you to connect with us!

Employment Type: Full-Time