Remote Planning Consultant
Next Stop Travel
Company Overview:
Next Stop Travel is a service-oriented organization focused on delivering customized planning and coordination solutions for a diverse client base. Operating in a fully remote environment, our team is composed of professionals dedicated to efficiency, accuracy, and high-quality client support.
Position Overview:
We are seeking a detail-oriented and dependable Planning Consultant to support clients with coordination and scheduling services. This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to-end planning process.
Key Responsibilities:
- Communicate with clients via phone, email, and digital platforms to gather requirements and provide support
- Research and present suitable options for accommodations, transportation, and related services
- Prepare structured plans and coordinate scheduling based on client preferences and availability
- Process reservations and confirm service arrangements with third-party providers
- Provide consistent, professional customer support throughout the coordination process
- Maintain awareness of relevant updates, policies, and service offerings
- Collaborate with internal team members to improve workflows and service delivery
- Accurately document client interactions, transactions, and records in company systems
Qualifications:
- Strong written and verbal communication skills
- Proven ability to work independently in a remote environment
- High level of organization and attention to detail
- Ability to manage multiple tasks and meet deadlines
- Customer-focused mindset with problem-solving skills
- Basic proficiency with online tools and scheduling platforms
- Fluency in English is required; Spanish language skills are a plus
Compensation amp; Work Structure:
- Flexible remote work environment
- Performance-based compensation based on completed client arrangements
- Ongoing training and professional development opportunities
- Access to company-supported resources and tools
- Collaborative team environment
Additional Information:
This position is best suited for individuals who are self-motivated, organized, and comfortable working in a remote setting. Selected candidates will complete an onboarding and training program designed to support a successful transition into the role.
- ...-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states... ...for their accounts. A Retirement Plan Consultant is able to handle client meetings both on... ...directly through our website.SummaryLocation: Dresher, PA; Remote, PennsylvaniaType: Full timeRemote workFull timeSecond jobLocal area
$60k - $70k
...industry-leading provider of financial planning tools for community members who work in... ...About the Role The Retirement Plan Consultant will provide objective guidance that is... ...This position is currently designated as remote. Estimated Travel ~ May include up...Remote workHourly payFull timeLocal areaImmediate startRelocation- ...About the job Vacation Planning Consultant Vacation Planning Consultant (Remote) We're looking for a Vacation Planning Consultant who is passionate about turning travel ideas into unforgettable experiences. This role is perfect for someone who enjoys helping...Remote work
- ...We are seeking a highly motivated and enthusiastic Remote Travel Agent to join our team. As a Remote Travel Agent, you will be responsible for assisting clients in planning and booking their dream vacations. This is a part‑time, remote/telecommute position, meaning you...Remote workPart timeFlexible hours
- ...Trip Planning Consultant Las Vegas, Nevada, United States About the Job Position: Trip Planning Consultant Company Overview:... ...unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel...Remote workPart timeFlexible hours
$5,000 per month
...Workplace Planning Consultant Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself... ...meet company and team goals This position can be done remotely. ***Applicants must be authorized to work for any employer...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaRelocation package- ...Destination Planning Consultant Napa, California, United States We are seeking motivated individuals to join our team as Destination Planning Consultants. This remote role focuses on supporting clients with seamless travel arrangements while working collaboratively...Remote workFull timePart time
- ...Talent Shift, LLC is seeking an experienced Retirement Plan Consultant for a 6-month remote project with a top ten global accounting firm. The role focuses on 401(k) retirement plans, ERISA compliance, and participant communications, all performed remotely from the United...Remote workShift work
- ...Ridge Associates in Charlottesville, VA, seeks a Retirement Plan Administration Consultant to manage a portfolio of 401(k) client relationships and... ...collaboration with advisers, auditors, and plan sponsors. Remote-first with in-office options nationwide; supportive for certifications...Remote workWork at office
- ...organization focused on delivering customized planning and coordination solutions for a diverse client base. Operating in a fully remote environment, our team is composed of... ...a detail-oriented and dependable Planning Consultant to support clients with coordination and scheduling...Remote workFlexible hours
- ...leading financial services provider is seeking a Retirement Plan Consultant to provide guidance aligned with plan sponsors and employees.... ...educating employees about retirement plans. The position is remote with potential travel and offers a competitive salary with bonuses...Remote work
- ...Retirement Plan Consultant Our client is seeking a detail-oriented and client-focused Retirement Plan Consultant to support their growing... ..., Adobe, Zoom, etc. · Ability to work independently in a remote environment while consistently meeting and exceeding expectations...Remote workWork at office
- ...About the job Vacation Planning Consultant Hope's Global Getaways is a remote travel planning company powered by a full-service travel agency that specializes in destination weddings, honeymoons, cruises, family vacations, and luxury getaways. We partner with...Remote workFull timePart timeWorldwideFlexible hoursWeekend work
- ...Alliance for Career Enhancement is looking for a Workplace Planning Consultant to join their Empower Personal Wealth team. This role involves... ...a $5,000 sign-on bonus available for qualifying candidates. Remote work is an option, and the company fosters an inclusive...Remote workRelocation package
- ...About the job Vacation Planning Consultant About the Opportunity We are seeking organized, motivated individuals who enjoy researching... ...and supplier education What We Offer Fully remote opportunity Flexible part-time and full-time scheduling...Remote workFull timePart timeFlexible hours
$75.8k - $107.08k
...freedom. Empower Yourself. The Retirement Plan Advisor assists individuals in achieving... ..., with targeted participants using consultative expertise to improve retirement outcomes... ...protected by applicable state or local law. For remote and hybrid positions you will be...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$59.7k - $84.3k
...freedom. Empower Yourself. The Retirement Plan Counselor is responsible for delivering... ...experience providing high-level, consultative client interactions preferred Basic knowledge... ...by applicable state or local law. ***For remote and hybrid positions you will be required...Remote work16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hoursNight shift$80k - $120k
...and motivated people together to help our customers achieve a financially secure future. Job Title: Senior Retirement Plan Consultant Location: Remote – Indiana / Kentucky Role Summary The Senior Retirement Plan Consultant will represent Mutual of America Financial Group...Remote work$85k - $100k
...Overview BerryDunn is seeking a Senior Consultant with subject matter expertise in Medicaid... ...location, including fully onsite, hybrid, or remote arrangements. The preferred location is... ...across workstreams. Support onsite planning, workgroup sessions, client leadership preparation...Remote workPermanent employmentWork at office- Location Designation: Fully Remote Advanced Planning Consultant Location of role that candidates may live in: Washington D.C., Maryland, Virginia, North Carolina, South Carolina, Georgia, Alabama, Mississippi, Tennessee, or Kentucky - Responsible for General Office coveragePlease...Remote workLive inWork at officeLocal area
$87k - $148k
..., advisors, institutions, and retirement plan sponsors. We take an active, independent... ...in ways that matter to you. Role Summary Consults with external clients, and associates, on... ...FlexibilityThis role is eligible for full time remote work. Base Salary RangesPlease review the...Remote workFull timeLocal area- Strongpoint Partners is seeking an experienced Sr. Retirement Plan Consultant to manage a portfolio of 65-75 qualified retirement plans.... ...delivering exceptional client service. PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones...Remote job
- Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees enrolled in retirement... ...with relationships managers to expand participation. This remote role requires strong presentation skills, FINRA Series 7/66...Remote job
- Slavic401k in the United States seeks an Advisor Channel Onboarding Consultant to lead adopting employers, advisors, and stakeholders through the transition from sales to ongoing service, coordinating plan setup, payroll readiness, documentation, training and milestones...Remote job
- ...financial services corporation is seeking a Senior Retirement Plan Consultant to represent the organization in sales and marketing. This... ...experience and a strong knowledge of retirement products. This remote position covers Indiana and Kentucky, offering a competitive...Remote job
- A travel agency is seeking a Vacation Planning Consultant to help clients create unforgettable vacations. This remote role involves designing customized vacation packages, booking travel arrangements, and providing ongoing support to ensure a stress-free experience. Ideal...Remote job
- A leading financial institution seeks a Retirement Plan Consultant to provide guidance to plan sponsors and employees on retirement savings... ...degree, and must demonstrate excellent presentation skills. Remote position with up to 25% travel required. Competitive salary,...Remote work
- A travel consultancy is seeking a Vacation Planning Consultant to create unforgettable travel experiences for clients. The role involves designing customized... ...for managing multiple clients effectively. This remote position allows individuals to help clients enjoy personalized...Remote job
- Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with sponsor and employee needs for applicable... ...by the plan sponsor. Travel may be required across territories; remote work is available. #J-18808-Ljbffr Corebridge FinancialRemote job
- Overview Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Planning Consultant. Be the first to apply!
- retirement plan sales consultant Greenville, SC
- remote insurance agent Greenville, SC
- remote no experience Greenville, SC
- informatica remote Greenville, SC
- remote lawyer Greenville, SC
- marketing remote Greenville, SC
- data science internship remote Greenville, SC
- customer service representative remote Greenville, SC
- remote customer service manager Greenville, SC
- remote medical coder (no experience in coding) Greenville, SC

