Retirement Plan Consultant - Miami, FL

We are seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans. The consultant will conduct presentations, participate in benefit fairs, and meet with participants to educate them on plan participation. The role involves travel and requires a high school diploma or GED, with a Bachelor's Degree preferred.

Requirements

• Conduct individual and group presentations to improve awareness of plan features and to grow plan assets.
• Actively participate in benefit fairs and new employee orientations.
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.

Benefits

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
• Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
• Company-paid E&O, licensing fees, continuing education and compliance support