Remote Retirement Plan Consultant

The Variable Annuity Life Insurance Company; Village of Williamsville (NY); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits

401(k) plan with company match

Company-provided technology and help

Licensing fees & continuing education

Equal opportunity employer

Job summary

Corebridge Financial seeks a Retirement Plan Consultant to guide plan sponsors and employees on retirement savings options. The role includes presenting plan features, increasing plan participation, and conducting financial education sessions.

The position offers a remote-work setup with possible travel of up to 25%, a bonus opportunity, and a competitive benefits package. Strong presentation skills and state licenses are valued.

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 explain plan features and grow plan assets.
• Lead enrollment meetings and financial education sessions for sponsors and employees as requested.
• Participate in benefit fairs and new employee orientations.
• Assist with annual plan reviews and financial education planning.
• Support targeted education campaigns to increase participation and deferral rates.
• Meet with participants to educate employees regarding plan participation.
• Travel dependent on territory may be required for new enrollments.

Skills

Presentation skills

Bilingual Spanish/English

Education

Bachelor's Degree

Tools

Series 7

Series 66

State insurance licenses

CFP or ChFC

Job description

Corebridge Financial seeks a Retirement Plan Consultant to guide plan sponsors and employees on retirement savings options. The role includes presenting plan features, increasing plan participation, and conducting financial education sessions.

The position offers a remote-work setup with possible travel of up to 25%, a bonus opportunity, and a competitive benefits package. Strong presentation skills and state licenses are valued.