Remote Retirement Plan Advisor

Corebridge Financial; Houston (TX); À distance; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision insurance

401(k) with company match

Company-provided technology and tools

Licensing fees covered

Résumé du poste

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. The role includes incentive bonus opportunities based on plan metrics and client satisfaction.

You will conduct enrollment meetings and financial education sessions, travel as needed, and partner with Relationship Managers to boost participation and deferral rates.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Must have excellent presentation skills.

Responsabilités

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
• Meet with participants and eligible employees to educate employees regarding plan participation.
• Travel dependent on territory may be required for new plan enrollments.

Connaissances

Excellent presentation skills

Bilingual Spanish/English

Formation

High school diploma or GED

Bachelor's degree

Description du poste

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. The role includes incentive bonus opportunities based on plan metrics and client satisfaction.

You will conduct enrollment meetings and financial education sessions, travel as needed, and partner with Relationship Managers to boost participation and deferral rates.