Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 16 days ago
Similar jobs that could be interesting for youBased on the Remote Planning Consultant in Fort Worth, TX vacancy
  • $102k - $170k

     ...transformations, you’ll deliver Workday Adaptive Planning solutions equipping organizations with...  ...decisionsAs an Adaptive Planning Senior Consultant, you will:Be a hands-on Adaptive...  ...placement fee.SummaryLocation: US - GA, Atlanta; US - Remote (Any location)Type: Full time
    Remote work
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    Guidehouse

    Atlanta, GA
    4 days ago
  • Principal Consultant - Transmission Planning *REMOTE Role - Can be located anywhere in the USA or Canada*Role Description: A Transmission Planning Principal Consultant is responsible for performing a variety of engineering tasks independently. A Principal Consultant independently... 
    Remote work
    Full time

    EN Engineering

    Philadelphia, PA
    2 days ago
  •  ...-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 time
    Remote work
    Full time
    Second job
    Local area

    Ascensus

    Dresher, PA
    2 days ago
  •  ...associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and...  ...for every aspect of assigned work.For all virtual remote positions, in order to ensure associates can effectively... 
    Remote work
    Full time
    Second job

    Ascensus

    Dresher, PA
    18 hours ago
  • Role Description The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees...  ...Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. Why Corebridge... 
    Remote work
    Full time
    Local area
    Immediate start

    Corebridge Financial

    Remote
    a month ago
  •  ...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... 
    Remote work

    CPS

    Phoenix, AZ
    2 days ago
  •  ...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 work

    Corebridge Financial

    Saint Louis, MO
    18 hours ago
  •  ...Managing a portfolio of approximately 65-75 qualified retirement plans, the fully remote Senior Retirement Plan Consultant will administer plans from A-Z, perform annual compliance testing, and serve as a trusted advisor to clients, with preference given to candidates... 
    Remote work

    Virtual Vocations Inc

    United States
    18 hours ago
  •  ...ERISA Compliance Analyst to manage the full lifecycle of compliance testing, government reporting, and plan-document work for a mixed client caseload. This fully remote role reports to the Director of Compliance and is based out of Mobile, AL. You will independently... 
    Remote work

    Employee Fiduciary

    Mobile, AL
    4 days ago
  • $68.1k - $102.1k

     ...Retirement Plan Consultant Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus on the future and want to help you do... 
    Remote work
    Work experience placement
    Work at office
    Immediate start
    Work from home

    Sentry Insurance Group

    United States
    3 days ago
  •  ...Managing a portfolio of clients, the full-time Retirement Plan Consultant will oversee retirement plan administration and compliance, providing proactive service and support while working remotely. Key responsibilities Serve as the primary contact for clients, delivering... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    18 hours ago
  •  ...The Variable Annuity Life Insurance Company is hiring a Retirement Plan Consultant to provide guidance aligned with retirement savings plans. This remote role involves conducting presentations to educate employees about plan features and assist in achieving participation... 
    Remote work

    The Variable Annuity Life Insurance Company

    Boston, MA
    18 hours ago
  •  ...About the job Trip Planning Consultant Position: Trip Planning Consultant Company Overview: True Adventure Travel is a leading...  ...travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced travel agents... 
    Remote work
    Part time
    Flexible hours

    Next Stop Travels

    Bellevue, WA
    1 day ago
  •  ...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

    Corebridge Financial, Inc.

    Burlington, MA
    18 hours ago
  •  ...industry-leading provider of financial planning tools for community members who work in...  ...too. 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 to 25%... 
    Remote work
    Local area
    Immediate start
    Relocation

    Corebridge Financial

    Salt Lake City, UT
    18 hours ago
  •  ...MeridianLight is hiring motivated individuals for a flexible, remote consulting role focused on helping clients with life insurance and financial strategies. The position offers pre-scheduled client appointments, full training, and a commission-based income structure,... 
    Remote work
    Flexible hours

    MeridianLight

    New York, NY
    18 hours ago
  •  ...Corebridge Financial, Inc. is seeking a Retirement Plan Consultant II to provide objective guidance to plan sponsors and employees enrolled...  ..., and financial education both in person and via video. This remote position requires Series 7/66 licenses and state insurance... 
    Remote work

    Corebridge Financial, Inc.

    Kansas City, KS
    6 hours ago
  • $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

    Mutual of America Financial Group

    Indianapolis, IN
    4 days ago
  • $70k - $80k

     ...A growing, Houston-based professional services firm, G&A Partners is currently seeking a Retirement Plan Consultant to join its team with the ability to work 100% remote. A competitive compensation and benefits package is available to include health benefits and 401(k),... 
    Remote work
    Full time
    Local area

    G&A Partners

    New York, NY
    18 hours ago
  •  ...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 work
    Part time
    Flexible hours

    Penny's Adventures

    Billings, MT
    2 days ago
  •  ...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 clients create stress‑free, personalized vacations... 
    Remote work

    Hellosunshinetravels

    Baton Rouge, LA
    4 days ago
  •  ...The Retirement Plan Advisor assists individuals in achieving a successful retirement...  ...presentations, with targeted participants using consultative expertise to improve retirement outcomes...  ...by applicable state or local law. For remote and hybrid positions you will be... 
    Remote work
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home

    Empower Retirement

    Atlanta, GA
    18 hours ago
  • $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 work
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours
    Night shift

    Empower

    Portland, OR
    18 hours ago
  • $65k - $85k

     ...Department: Retirement Plan Services   Location: Hybrid or Remote  The Purpose of Your Role:   The Plan Consultant position offers a retirement plan professional the opportunity to manage a book of clients while supporting their retirement plan administration and... 
    Remote work
    Summer work
    Self employment
    Local area
    Flexible hours

    Sentinel Group

    Wakefield, MA
    18 hours ago
  • $55k - $80k

     ...-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 in...  ...through our website. For all virtual remote positions, in order to ensure associates... 
    Remote work
    Second job
    Local area

    Ascensus

    Hightstown, NJ
    3 days ago
  •  ...industry-leading provider of financial planning tools for community members who work in...  ...too.**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 to... 
    Remote work
    Local area
    Immediate start
    Relocation

    Corebridge Financial, Inc.

    Tampa, FL
    18 hours ago
  • $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 work
    Permanent employment
    Work at office

    BerryDunn

    Kapolei, HI
    7 hours ago
  •  ...-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...  ...through our website. For all virtual remote positions, in order to ensure associates... 
    Remote work
    Second job
    Local area

    Ascensus

    Dresher, PA
    3 days ago
  •  ...growing company. Most positions are fully remote, which provides work-life balance while...  ...clients manage and administer their retirement plans. We help clients define what's possible...  ...of position The Retirement Plan Consultant (RPC) will utilize strong consultative skills... 
    Remote work
    Full time
    Temporary work
    Local area
    Flexible hours

    Definiti

    United States
    1 day ago
  • 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 work
    Live in
    Work at office
    Local area

    New York Life Insurance Company

    Atlanta, GA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Remote Planning Consultant. Be the first to apply!