Remote Retirement Plan Advisor

corebridgefinancial; Memphis (TN); À distance; USD 75 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k) with match

Company-provided technology

License reimbursement

Continuing education and compliance</n

Résumé du poste

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans. An incentive bonus is available based on predefined metrics and client satisfaction.

The role involves presenting plan features, educating participants, and supporting education campaigns. Remote work is designated, with up to 25% travel as needed across the territory.

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.
• Bilingual Spanish/English skills a plus.

Responsabilités

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• Actively 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 your territory may be required for new plan enrollments.

Connaissances

Presentation skills

Bilingual Spanish/English

Excellent communication

Formation

High school diploma or GED

Bachelor's degree preferred

Outils

Financial planning tools

Description du poste

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans. An incentive bonus is available based on predefined metrics and client satisfaction.

The role involves presenting plan features, educating participants, and supporting education campaigns. Remote work is designated, with up to 25% travel as needed across the territory.