Virtual Financial Consulting Director

Job description

Virtual Financial Consulting The Virtual Financial Consulting role supervises professional level Financial Consultants who are responsible for answering questions for all in-plan participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the organization's products and services. This role supports institutions aligned to regional structures and develops strategies and services for offering financial planning advice via in person, phone and video chats to help clients accomplish their immediate and long-term financial goals. Key Responsibilities and Duties: - Monitors Virtual Financial Consultants’ responses to participant's virtual questions on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and grow assets. - Educates and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based. - Provides employees with guidance in handling difficult or complex retirement plan...