Remote Retirement Plan Advisor | Bonus Eligible

Corebridge Financial, Inc.; Albuquerque, Northern (NM, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Corebridge Financial is hiring a Retirement Plan Consultant to deliver objective guidance for plan sponsors and employees, with a bonus opportunity tied to plan metrics and client satisfaction. The role involves presenting plan features, conducting enrollment and education sessions, and supporting education campaigns across a remote US territory.

Ideal candidates hold a high school diploma or GED (Bachelor's preferred), Series 7/66 and state licenses, and CFP/ChFC designations are desirable.

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, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• 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.

Skills

Presentation skills

Bilingual Spanish/English

Education

High School Diploma or GED

Bachelor's Degree preferred

Job description

Corebridge Financial is hiring a Retirement Plan Consultant to deliver objective guidance for plan sponsors and employees, with a bonus opportunity tied to plan metrics and client satisfaction. The role involves presenting plan features, conducting enrollment and education sessions, and supporting education campaigns across a remote US territory.

Ideal candidates hold a high school diploma or GED (Bachelor's preferred), Series 7/66 and state licenses, and CFP/ChFC designations are desirable.