Remote Retirement Plan Consultant & Education Specialist

Corebridge Financial, Inc.; Burlington (MA); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellness insurance

401(k) plan with company match

Employee Assistance Program

Matching charitable donations

Paid Time Off

Job summary

A leading financial services provider is seeking a Retirement Plan Consultant to provide guidance aligned with plan sponsors and employees. This role includes conducting presentations, participating in orientations, and educating employees about retirement plans. The position is remote with potential travel and offers a competitive salary with bonuses. Candidates are expected to have a high school diploma, and a Bachelor's degree is preferred, along with relevant licenses and skills in presentation. Comprehensive benefits are included.

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.

Responsibilities

• Conduct presentations to improve awareness of plan features and grow plan assets.
• Educate employees regarding plan participation.
• Participate in benefit fairs and new employee orientations.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree (preferred)

Tools

Series 7

Series 66

CFP

ChFC

Job description

A leading financial services provider is seeking a Retirement Plan Consultant to provide guidance aligned with plan sponsors and employees. This role includes conducting presentations, participating in orientations, and educating employees about retirement plans. The position is remote with potential travel and offers a competitive salary with bonuses. Candidates are expected to have a high school diploma, and a Bachelor's degree is preferred, along with relevant licenses and skills in presentation. Comprehensive benefits are included.