Remote Retirement Plan Consultant

Corebridge Financial, Inc.; United States; Remote; USD 65.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Company provided tech

Licensing support

Continuing education

Compliance support

Zusammenfassung

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes presenting plan features, educating participants, and supporting education campaigns, with travel as needed.

Qualified candidates have a high school diploma, a Bachelor's degree, Series 7/66 and state licenses, CFP/ChFC desirable, and strong presentation skills. Remote work is available, with up to 25% travel.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

High school diploma

Bachelor's degree

Series 7

Series 66

Insurance licenses

CFP designation

ChFC designation

Excellent presentation skills

Bilingual Spanish/English

Ausbildung

Bachelor's degree preferred

High school diploma or GED required

Jobbeschreibung

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes presenting plan features, educating participants, and supporting education campaigns, with travel as needed.

Qualified candidates have a high school diploma, a Bachelor's degree, Series 7/66 and state licenses, CFP/ChFC desirable, and strong presentation skills. Remote work is available, with up to 25% travel.