Remote Retirement Plan Consultant | Bonus Eligible

Corebridge Financial; Berkeley Heights (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

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. The role includes conducting enrollment meetings and financial education sessions, with potential incentive bonuses based on plan metrics and client satisfaction.

You will travel within your territory as needed and participate in plan reviews.

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 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.

Skills

Presentation skills

Bilingual Spanish/English

Excellent communication

Education

High school diploma or GED

Bachelor's degree preferred

Series 7, Series 66 preferred

State insurance licenses required

CFP, ChFC desirable

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. The role includes conducting enrollment meetings and financial education sessions, with potential incentive bonuses based on plan metrics and client satisfaction.

You will travel within your territory as needed and participate in plan reviews.