Retirement Plan Consultant - Burlington, MA

Overview

The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.

An incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
  • Presentations may 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 the 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 may be required for new plan enrollments depending on territory.

Requirements

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• Must have excellent presentation skills.

Preferred Qualifications

• CFP, ChFC, or similar designations desirable.
• Bilingual Spanish/English skills a plus.

Compensation & Benefits

• Salary paid position with bonus potential.
• Competitive benefits package with immediate access to:
  • Medical, dental, vision
  • Life insurance
  • 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.

Location

• Remote

Travel

• May include up to 25% travel.

Additional Eligibility/Compliance Information

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or the organization from conducting business, or that would otherwise create a conflict of interest.

Applicants selected to move forward will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Benefit Offerings (General)

• Health and Wellness: medical, dental, vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings: retirement benefits options vary by location. In the U.S., the competitive 401(k) Plan includes a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). Company contributions vest immediately.
• Employee Assistance Program: confidential counseling services and resources.
• Matching charitable donations: 1:1 up to $5,000.
• Volunteer Time Off: up to 16 volunteer hours annually.
• Paid Time Off: at least 24 PTO days for eligible employees.

Eligibility for and participation in employer-sponsored benefit plans and Company programs is subject to applicable law, governing Plan document(s), and Company policy.

Equal Opportunity Employer

The employer is an Equal Opportunity Employer and complies with applicable federal, state, and local fair employment laws. Applicants are considered based on job-related qualifications without regard to protected characteristics, including citizenship and immigration status. Reasonable accommodations are provided to applicants and employees as required by law.

Other Details

• Functional Area: SC - Sales Commission
• Relocation Provided: No
• Estimated Travel Percentage (%): Up to 25%