Retirement Plan Consultant - Tallahassee, FL

* Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
* 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.
* Travel dependent on your territory may be required for new plan enrollments.
* This is a salary paid position with bonus potential
* 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
* 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
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