Remote Retirement Plan Consultant

corebridgefinancial; Waldorf (MD); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Bonus potential

Competitive benefits

Company tech

E&O/licensing support

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on plan metrics and client satisfaction ratings.

This remote role may require travel up to 25% across the territory and involves conducting presentations, participating in benefit fairs, and supporting education campaigns to increase participation and deferral rates with the

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, to improve awareness of plan features and 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 territory may be required for new plan enrollments.

Skills

Presentation skills

Series 7

Series 66

Insurance licenses

CFP/ChFC

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's degree

Tools

Financial planning tools

Client management tools

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on plan metrics and client satisfaction ratings.

This remote role may require travel up to 25% across the territory and involves conducting presentations, participating in benefit fairs, and supporting education campaigns to increase participation and deferral rates with the