What are the responsibilities and job description for the Retirement Plan Consultant II position at val's services?
The Retirement Plan Consultant provides objective guidance to plan sponsors and employees of retirement savings plans, focusing on increasing awareness, participation, and assets through presentations and education sessions.
Responsibilities include conducting group and individual meetings, participating in benefit fairs, and supporting targeted education campaigns, with some travel required.
Offers a salary position with bonus potential, comprehensive benefits, company-provided technology, and support for licensing and continuing education.
Qualifications include a high school diploma or GED (Bachelor’s preferred), appropriate licenses (Series 7, 66, insurance), excellent presentation skills, and bilingual skills a plus. The role is remote with up to 25% travel and compensation based on commissions. Diversity and inclusion are core values, with accommodations available for applicants.
Responsibilities include conducting group and individual meetings, participating in benefit fairs, and supporting targeted education campaigns, with some travel required.
Offers a salary position with bonus potential, comprehensive benefits, company-provided technology, and support for licensing and continuing education.
Qualifications include a high school diploma or GED (Bachelor’s preferred), appropriate licenses (Series 7, 66, insurance), excellent presentation skills, and bilingual skills a plus. The role is remote with up to 25% travel and compensation based on commissions. Diversity and inclusion are core values, with accommodations available for applicants.