Base: $0.00 - $0.00; bonus/equity: not specified; ...
Remote
Fluent spanish
On-site and virtual education
Defined contribution plans
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants
Job Summary
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
We offer an array of diverse and inclusive benefits regardless of where you are in your career.
Matching Summary
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing defined contribution plan participants.
Salary
Base: $0.00 - $0.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision and life insurance, 401(k) plan with company matching, tuition reimbursement, paid time off, paid volunteer time, leave of absence programs
Skills & Requirements
Must-have
Fluent Spanish
On-site and virtual education
Defined contribution plans
Financial services experience
Presentation skills
MS Office proficiency
Nice-to-have
Salesforce working knowledge
Strategic thinker
Consultative client interactions
Territory management skills
Key Requirements
Bachelor's degree or equivalent experience
2-4 years relevant financial services experience
FINRA Series 6 and Series 63 registrations
FINRA fingerprinting
Work Rights
Must be authorized to work for any employer in the U.S.