What are the responsibilities and job description for the Bilingual Retirement Education Consultant position at Benefit Education Specialists, LLC?
Overview
Join our dynamic team as a Bilingual Retirement Education Consultant, where your expertise will empower clients to navigate their retirement plans with confidence. In this role, you will deliver educational meetings, in person and virtually to our client's 401k participants. Your bilingual skills will enable you to connect with diverse clients, providing clear and accessible education that transforms their futures.
This is a 1099 contract position.
Responsibilities
- Provide personalized retirement education to clients in both English and Spanish ensuring clarity and understanding of complex concepts.
- Explain investment options, securities regulations, and financial products tailored to each client’s unique goals and risk tolerance.
- Stay current on industry regulations, securities laws, and financial compliance standards to ensure all client recommendations adhere to legal requirements.
- Ability to travel.
Experience
- Proven experience in 401k plans.
- Strong Spanish skills
- Ability to interpret complex financial data and communicate it clearly to clients of varying backgrounds.
- This role is ideal for motivated professionals eager to leverage their industry knowledge while making a tangible difference in clients’ lives through expertise.
Pay: $300.00 - $1,200.00 per day
Work Location: On the road
Salary : $300 - $1,200