Retirement Income Consultant

Insight Global is seeking a Retirement Income Consultant (RIC) for a large financial services client in the Charlotte, NC and Frisco, TX areas. As a RIC, you will work directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. This job support clients by incorporating the organization's suite of income-oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:


Required Skills & Experience

Series 7
Series 63 or 66
Life and Health Insurance License
2+ years of client-facing experience in retirement planning/advising


Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.