Remote Retirement Plan Consultant — Bonus Eligible

The Variable Annuity Life Insurance Company

New Hampshire

Hybrid

USD 70,000 - 100,000

Full time

9 days ago
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Benefits offered by this job

Competitive benefits package

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 opportunity is available based on plan metrics and client satisfaction ratings.

The role involves conducting presentations, participating in benefit fairs and enrollment activities, and supporting education campaigns to improve plan participation.

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

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 opportunity is available based on plan metrics and client satisfaction ratings.

The role involves conducting presentations, participating in benefit fairs and enrollment activities, and supporting education campaigns to improve plan participation.

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