The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
Meet with participants and eligible employees to educate employees regarding plan participation.
Provide objective guidance aligned with plan sponsors and employees for retirement savings plans, including presentations, enrollment meetings, and education campaigns.
Compensation
This is a salary paid position with bonus potential
Responsibilities
Conduct individual and group presentations, in person or via video technology
Actively participate in benefit fairs and new employee orientations
Participate in the annual plan review and financial education planning process
Assist Relationship Manager and/or District Vice President with targeted education campaigns
Meet with participants and eligible employees to educate employees regarding plan participation
Provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan, including presentations, enrollment meetings, and benefit fairs.
Compensation
This is a salary paid position with bonus potential
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets
Participate in benefit fairs and new employee orientations
Participate in the annual plan review and financial education planning process
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
Meet with participants and eligible employees to educate employees regarding plan participation
Provide objective guidance aligned with plan sponsors and employees for retirement savings plans, including presentations, enrollment meetings, and education campaigns.
Compensation
The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions.
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets
Participate in benefit fairs and new employee orientations
Participate in the annual plan review and financial education planning process
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
Meet with participants and eligible employees to educate employees regarding plan participation
Provide objective guidance aligned with plan sponsors and employees, conduct presentations, participate in benefit fairs, and support enrollment and education campaigns.
Compensation
This is a salary paid position with bonus potential
Responsibilities
Conduct individual and group presentations, in person or via video technology
Actively participate in benefit fairs and new employee orientations
Participate in the annual plan review and financial education planning process
Assist Relationship Manager and/or District Vice President with targeted education campaigns
Meet with participants and eligible employees to educate them regarding plan participation