Retirement Plan Consultant

Hortica Insurance

Colorado, United States
Base: $68,100-$102,100 (kspm/ne/ok); base: $74,910...
Fully remote
Lead group enrollments for retirement plans
Conduct group education meetings on savings
Maintain acceptable motor vehicle record
Hortica Insurance is seeking a Retirement Plan Consultant to educate clients about retirement plans and provide excellent customer service. The role is fully remote, covers several states, and offers a competitive salary and benefits

Job Summary

  • The role focuses on educating individual customers and participants on the advantages of participating in a retirement plan.
  • Candidates will lead annual review processes to educate plan sponsors on fiduciary duties and compliance testing results.
  • The company offers a company car with gas card, dollar-for-dollar 401(k) matching up to 8%, and work-from-home opportunities.

Matching Summary

Match Score: 85

Hortica Insurance is seeking a Retirement Plan Consultant to educate clients about retirement plans and provide excellent customer service. The role is fully remote, covers several states, and offers a competitive salary and benefits.

Salary

Base: $68,100-$102,100 (KS/MO/NE/OK); Base: $74,910-$112,310 (CO); Benefits: Company car; 401(k) match up to 8%

Skills & Requirements

Must-have

  • Lead group enrollments for retirement plans
  • Conduct group education meetings on savings
  • Maintain acceptable motor vehicle record

Nice-to-have

  • Poised public speaker engaging diverse audiences
  • Proficient in PowerPoint Excel and Word
  • Ability to speak write and understand Spanish

Key Requirements

  • Bachelors' Degree or equivalent work experience
  • 2-5 years of related work experience
  • Currently licensed in life and health insurance products

Work Rights

Not specified

Tailored Resume

Cover Letter