Remote Retirement Plan Consultant — Education & Enrollment

corebridgefinancial; Tampa (FL); Remote; USD 85.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

Life insurance

401(k) with match

Company-provided technology

Zusammenfassung

Corebridge Financial is hiring a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes delivering enrollment and financial education, with a performance-based incentive and travel as needed.

You will present to groups and individuals, support benefit fairs, and contribute to annual plan reviews. A strong presentation ability, licenses, and bilingual skills are valued in a remote, national work setting.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Presentation skills

Bilingual Spanish/English

Strong communication

Ausbildung

Bachelor's Degree

High school diploma or GED

Tools

Series 7

Series 66

Insurance licenses

Jobbeschreibung

Corebridge Financial is hiring a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes delivering enrollment and financial education, with a performance-based incentive and travel as needed.

You will present to groups and individuals, support benefit fairs, and contribute to annual plan reviews. A strong presentation ability, licenses, and bilingual skills are valued in a remote, national work setting.