Remote Retirement Plan Consultant | Bonus Eligible

Corebridge Financial; Atlanta (GA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health and Wellness coverage

401(k) plan with match

Company-provided technology

Continuing education support

Licensing fees covered

E&O and compliance support

Paid time off and benefits

Job summary

Corebridge Financial 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. An incentive bonus is available based on plan metrics and client satisfaction ratings.

The role involves conducting presentations in person or via video, participating in benefit fairs, and collaborating with the Relationship Manager.

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 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 VP 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

Series 7/66 licensing

Insurance licenses (state)

Education

High school diploma or GED

Bachelor's degree preferred

Job description

Corebridge Financial 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. An incentive bonus is available based on plan metrics and client satisfaction ratings.

The role involves conducting presentations in person or via video, participating in benefit fairs, and collaborating with the Relationship Manager.