Remote Retirement Plan Consultant | Drive Participation

Corebridge Financial, Inc.

Atlanta (GA)

Hybrid

USD 65,000 - 90,000

Full time

3 days ago

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Benefits offered by this job

Health benefits

401(k) with match

E&O/licensing and CE support

Paid time off & wellness programs

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees enrolled in retirement plans. The role offers a salary with bonus potential and a comprehensive benefits package, including 401(k) with match.

Remote work is available with up to 25% travel as required. The ideal candidate will have Series 7 and Series 66 licenses, state insurance licenses, and excellent presentation skills.

Qualifications

Requires Series 7 and Series 66 licenses; state insurance licenses required.
CFP or ChFC desirable.
Excellent presentation skills and ability to educate groups of plan sponsors and employees.
Bilingual Spanish/English is a plus.

Responsibilities

Conduct individual and group retirement plan presentations in person or via video to raise awareness and assets.
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 on plan participation; travel up to 25% as needed.

Skills

Series 7

Series 66

Licenses

Presentation skills

Bilingual

CFP/ChFC desirable

Education

High school diploma or GED

Bachelor's degree

Job description

Remote work is available with up to 25% travel as required. The ideal candidate will have Series 7 and Series 66 licenses, state insurance licenses, and excellent presentation skills.

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