Retirement Plan Consultant

Job not on LinkedIn

🔥 13 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Logo of AIG

AIG

10,000+ employees

Founded 1919

💸 Finance

🛡️ Insurance

🤝 B2B

Finance • Insurance • B2B

AIG is a leading global insurance organization with operations in more than 80 countries and jurisdictions. The company offers a wide range of insurance products, including general property and casualty insurance, life insurance, retirement solutions, and other financial services. Catering to individuals, families, businesses, and brokers, AIG specializes in providing innovative insurance solutions and risk management products. The company is known for its comprehensive claims support and multinational expertise, helping clients protect their most valuable assets and manage emerging risks effectively.

📋 Description

• Provide objective guidance aligned with the needs of plan sponsors and eligible employees • Conduct individual and group presentations in person or via video technology • Deliver enrollment meetings, age-based financial education meetings and financial literacy meetings • Participate in benefit fairs and new employee orientations • Participate in annual plan reviews and financial education planning • Assist the Relationship Manager and/or District Vice President with targeted education campaigns • Increase plan participation and deferral rates • Meet with participants and eligible employees to educate them about plan participation • Travel within the assigned territory for new plan enrollments as required

🎯 Requirements

• High school diploma or GED required • Bachelor's Degree preferred • Series 7 and Series 66 preferred • Appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Excellent presentation skills • Bilingual Spanish/English skills a plus • Must disclose U.S. political contributions made by the candidate and household family members over the past two years if selected to move forward • Must not have disqualifying political contributions under applicable federal or state pay-to-play rules

🏖️ Benefits

• Incentive bonus opportunity based on achievement of pre-defined plan metrics and client satisfaction ratings • 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 • Medical, dental and vision insurance plans • Mental health support and wellness initiatives • 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan • Immediate vesting of company retirement contributions • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1 up to $5,000 • Up to 16 volunteer hours annually • At least 24 paid time off (PTO) days for eligible employees • Remote work designation

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