Remote Retirement Plan Consultant — Educate & Enroll

Corebridge Financial, Inc.; Austin (TX); Teletrabalho; USD 70 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Vision plan

Dental insurance

401(k) with match

Resumo da oferta

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees enrolled in retirement plans. The role supports enrollment meetings, plan education, and annual reviews, with travel up to 25% and remote work flexibility in Austin.

You will work with Relationship Managers to drive participation and learn the plan features, investment options, and compliance requirements while delivering engaging educational sessions.

Qualificações

• High school diploma or GED required; Bachelor's Degree preferred.
• Series 7 and Series 66 preferred; state licenses required.

Responsabilidades

• Conduct individual and group presentations to improve awareness of plan features and grow assets.
• Participate in benefit fairs and new employee orientations.
• Assist Relationship Manager with education campaigns to increase participation and deferral rates.
• Meet with participants to educate on plan participation and enrollment.
• Travel up to 25% may be required for new plan enrollments.

Conhecimentos

Series 7

Series 66

Insurance licenses

CFP/ChFC desirable

Presentation skills

Bilingual Spanish/English

Bachelor's degree

Formação académica

High school diploma or GED

Bachelor's degree preferred

Descrição da oferta de emprego

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees enrolled in retirement plans. The role supports enrollment meetings, plan education, and annual reviews, with travel up to 25% and remote work flexibility in Austin.

You will work with Relationship Managers to drive participation and learn the plan features, investment options, and compliance requirements while delivering engaging educational sessions.