Retirement Plan Consultant - Medford, OR

We are seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. The role involves presenting plan features and growing plan assets. Incentive bonus opportunity is available.

Requirements

• High school diploma or GED required; Bachelor's Degree preferred
• Series 7, Series 66 preferred and appropriate state insurance licenses required
• CFP, ChFC or similar designations desirable
• Must have excellent presentation skills
• Bilingual Spanish/English skills a plus

Benefits

• Health and Wellness
• Retirement Savings
• Employee Assistance Program
• Matching charitable donations
• Volunteer Time Off
• Paid Time Off