Retirement Plan Consultant II
We’re passionate about excellence.
AIG Retirement Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
We provide the support. You create the possibilities.
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. 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.
What you’ll do as a Retirement Plan Consultant:
- Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets. Presentations include: enrollment meetings, age-based financial education meetings, and basic and advanced 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 will be required for new plan enrollments as needed. Must be able to travel 50% or more during peak times of the day.
To help you get started, we offer you the resources needed to create your own success:
- 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
What skills you will use:
- BA/BS 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
AIG Retirement Services represents AIG member companies -The Variable Annuity Life Insurance Company and its subsidiaries VALIC Financial Advisors, Inc. and VALIC Retirement Services Company. All are members of American International Group, Inc. (“AIG”). We serve clients in the not for profit, as well as the for-profit sectors. Our roots date back to 1955. In 1964, we implemented the very first 403b plan in a public school district. We regularly rank in the “top 3” against our direct competitors and in the K-12 market. We are best known for the work that we do in the 403(b) space where our advisors partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental offices as well as clients in the private sector. Securities and investment advisory services are offered through VALIC Financial Advisors, Inc. (“VFA”), member FINRA, SIPC and an SEC-registered investment advisor
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
At AIG, we believe that diversity and inclusion are critical to our future and our mission–creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit: https://www.aig.com/about-us/diversity-equity-and-inclusion
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email email@example.com. Reasonable accommodations will be determined on a case-by-case basis.
In order to work from or visit an AIG office, and in accordance with the terms and conditions of AIG’s COVID-19 vaccination policy, individuals hired into this position will be required to attest that they have been fully vaccinated and agree to have their vaccination status and proof of vaccination confidentially stored by AIG. Exemptions may be considered on a case by case basis.
Functional Area:SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
VARIABLE ANNUITY LIFE INSURANCE COMPANY INC