Key skills
CommunicationPresentation Skills
About this role
Role Overview
- 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
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
- 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