Remote Retirement Plan Advisor & Education Leader

Corebridge Financial, Inc.; Marion, Northern (AR, KY); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits package

401(k) plan with company match

Company-provided technology

License fees and continuing education

Comprehensive E&O coverage

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.

The role offers an incentive bonus opportunity based on predefined plan metrics and will also be evaluated on client satisfaction ratings. You will conduct presentations, participate in education campaigns, and travel up to 25% to cover designated territories, with a remote work setup.

Qualifications

• Bachelor's degree or higher preferred with financial services exposure.
• Series 7 and Series 66 licenses required; state licenses where applicable.
• CFP or ChFC designations desirable.

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

Communication skills

Client education

Public speaking

Education

High school diploma or GED

Bachelor's Degree

Tools

Series7

Series66

State insurance licenses

CFP

ChFC

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.

The role offers an incentive bonus opportunity based on predefined plan metrics and will also be evaluated on client satisfaction ratings. You will conduct presentations, participate in education campaigns, and travel up to 25% to cover designated territories, with a remote work setup.