Remote Retirement Plan Advisor

Corebridge Financial, Inc.

Oregon

Hybrid

USD 70,000 - 90,000

Full time

11 days ago

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Benefits offered by this job

Health and Wellness
401(k) with company match
E&O coverage
Licensing fees covered
Continuing education support
Volunteer Time Off

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. The role includes delivering presentations, educating participants, and supporting enrollment with travel as needed.

A strong background in plan education and licenses is required, with bilingual Spanish/English skills a plus. This remote role offers bonus potential and a comprehensive benefits package, including medical, dental, vision, 401(k) with match, and ongoing

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

Responsibilities

  • Conduct individual and group presentations to improve awareness of plan features and to 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 your territory may be required for new plan enrollments

Skills

Presentation skills
Bilingual Spanish/English
Series 7
Series 66
Insurance licenses
CFP/ChFC desirable

Education

High school diploma or GED
Bachelor's degree preferred

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. The role includes delivering presentations, educating participants, and supporting enrollment with travel as needed.

A strong background in plan education and licenses is required, with bilingual Spanish/English skills a plus. This remote role offers bonus potential and a comprehensive benefits package, including medical, dental, vision, 401(k) with match, and ongoing

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