Job Level
Mid-LevelSenior
About the role
- Provide objective guidance aligned with the needs of plan sponsors and eligible employees
- Conduct individual and group presentations in person or via video technology (enrollment meetings, age-based financial education, sophisticated financial literacy meetings)
- Actively participate in benefit fairs and new employee orientations
- Participate in the annual plan review and financial education planning process
- Assist Relationship Manager and District Vice President with targeted education campaigns to increase participation and deferral rates
- Meet with participants and eligible employees to educate regarding plan participation
- Travel as required for new plan enrollments; incentive bonus based on achievement of plan metrics and client satisfaction ratings
Requirements
- High school diploma or GED required; Bachelor's Degree preferred
- Series 7, Series 66 preferred; appropriate state insurance licenses required
- CFP, ChFC or similar designations desirable
- Excellent presentation skills
- Bilingual Spanish/English skills a plus
- Must be a covered associate under SEC Rule 206(4)-5 and must not have disqualifying political contributions; must disclose U.S. political contributions from self and household for past two years
- May include up to 25% travel; travel dependent on territory