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Remote Retirement Consultant Jobs (NOW HIRING)

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

Most positions are fully remote, which provides work-life balance while working with, and for, your ... Purpose of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills to ...

Retirement Plan Consultant

Iowa, IA · Remote

$60K - $70K/yr

About The Role The Retirement Plan Consultant is responsible for managing all aspects of ERISA ... Remote location can be offered if not in the Des Moines area EEO The FiNWAY Group is committed to ...

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Remote Retirement Consultant information

What are Remote Retirement Consultants?

Remote Retirement Consultants are professionals who offer guidance and advice on retirement planning, investment strategies, and pension options while working remotely, typically from home or another off-site location. They assist clients in understanding their retirement savings options, maximizing benefits, and creating personalized retirement plans. These consultants communicate with clients via phone, video calls, or online platforms, making their services accessible regardless of geographic location.

What is the $1000 a month rule for retirement?

The $1,000 a month rule is a guideline suggesting that saving or generating $1,000 per month can help build a retirement fund over time. Retirement consultants often advise clients to set consistent savings goals and consider investment strategies to reach this target, ensuring steady progress toward financial independence.

What are the key skills and qualifications needed to thrive as a Remote Retirement Consultant, and why are they important?

To thrive as a Remote Retirement Consultant, you need a solid understanding of retirement planning, financial products, regulations, and typically a bachelor's degree in finance or a related field along with relevant certifications such as FINRA Series 65 or Certified Retirement Counselor (CRC). Proficiency with retirement planning software, CRM platforms, and secure virtual communication tools is essential. Strong interpersonal skills, active listening, and the ability to explain complex concepts clearly help build trust with clients remotely. These abilities are crucial for delivering effective, compliant advice and fostering long-term client relationships in a virtual environment.

How much do 401k consultants make?

401k consultants, often working as retirement plan advisors or financial advisors, typically earn between $50,000 and $100,000 annually, with experienced professionals and those in senior roles earning higher salaries. Compensation can include base salary, commissions, and bonuses, and may vary based on experience, certifications, and client base.

What is the difference between Remote Retirement Consultant vs Remote Financial Advisor?

AspectRemote Retirement ConsultantRemote Financial Advisor
CertificationsCertified Retirement Counselor (CRC), CFP often preferredCFP, CFA, or similar financial planning certifications
Work EnvironmentClient consultations, plan analysis, remote supportFinancial planning, investment advice, client meetings
Industry UsageRetirement planning firms, insurance companies, financial servicesFinancial planning firms, banks, independent advisors
Search & Comparison IntentFocus on retirement-specific planning and guidanceBroader financial planning and investment management

Remote Retirement Consultants specialize in retirement planning, focusing on retirement income strategies and pension options, often requiring certifications like CRC or CFP. Remote Financial Advisors provide comprehensive financial advice, including investments and estate planning, with similar certifications. While both roles work remotely and serve clients in the financial industry, Retirement Consultants focus specifically on retirement solutions, whereas Financial Advisors cover a broader range of financial services.

What is the best side hustle for retirees?

For retirees working as a remote retirement consultant, suitable side hustles include freelance consulting, online tutoring, or part-time customer service roles. These options leverage communication skills, industry knowledge, and flexible schedules common in retirement careers.

How can I make 2000 a week working from home?

A remote retirement consultant can earn $2,000 a week by building a client base through networking, providing personalized retirement planning services, and leveraging certifications like the CFP. Success depends on experience, marketing skills, and the ability to manage multiple clients efficiently, often working flexible hours from home.

What are some common challenges faced by Remote Retirement Consultants when working with clients virtually?

Remote Retirement Consultants often face challenges in building rapport with clients and ensuring clear communication without in-person meetings. Navigating different client time zones and schedules can add complexity to appointment coordination. Additionally, explaining complex retirement options or financial products over video or phone requires strong digital communication skills and the ability to simplify information. Successful consultants leverage secure digital tools and prioritize proactive follow-up to maintain trust and clarity throughout the planning process.
What cities are hiring for Remote Retirement Consultant jobs? Cities with the most Remote Retirement Consultant job openings:
What are the most commonly searched types of Retirement Consultant jobs? The most popular types of Retirement Consultant jobs are:
What states have the most Remote Retirement Consultant jobs? States with the most job openings for Remote Retirement Consultant jobs include:
Bilingual Retirement Consultant

Bilingual Retirement Consultant

Lincoln Financial

Dallas, TX • On-site, Remote

$80K - $100K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 3 days ago


Lincoln Financial rating

7.5

Company rating: 7.5 out of 10

Based on 68 frontline employees who took The Breakroom Quiz

196th of 261 rated insurance


Job description

Alternate Locations: Dallas, TX (Texas); Houston, TX (Texas)

 Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #: 76189

The Role at a Glance

We are excited to bring on a Bilingual Retirement Consultant within Retirement Plan Services to join the West region to be located in either Dallas or Houston. In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to achieve the retirement they envision.

What you'll be doing
  • Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
  • Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
  • Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
  • Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
  • You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goal
  • Drive asset retention by identifying rollover and distribution opportunities and deliverying IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals
What we’re looking for

Must-haves:
•    1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities 
•    Lives in Dallas, Houston or surrounding areas with the ability to travel up to 50% regionally and nationally
•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) 
•    FINRA SIE, S6, and S63 within 90 days of hire (pre-registration preferred)
•    Life & Health within 90 days of hire (pre-licensed preferred)
•    Passion for retirement readiness
Nice-to-haves:  
•    Experience in Group Benefits
•    College of Financial Planning or comparable certification(s) or designations
•    Prior system experience with: Excel, Salesforce, and Teams
•    Bilingual Spanish/English

Application Deadline

Applications for this position will be accepted through July 3rd, 2026, subject to earlier closure due to applicant volume 

#LI-Remote

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

What’s in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

The pay range for this position is $80,000 - $100,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


What Lincoln Financial employees say

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Lincoln Financial logo

About Lincoln Financial

Sourced by ZipRecruiter

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021. Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek's Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Radnor, PA, US

Year founded

1905