Remote Retirement Plan Consultant & Education Specialist

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

Benefits offered by this job

Competitive benefits package

Company-provided technology

Paid Time Off

Employee Assistance Program

Matching charitable donations

Job summary

A leading financial services provider seeks a Retirement Plan Consultant in Charleston, South Carolina. The role involves guiding plan sponsors and employees in retirement savings, conducting presentations, and increasing participation rates through education. Candidates must possess a high school diploma or equivalent, with preference for a Bachelor's degree and financial licensing. The position offers a competitive salary and benefits package alongside bonus potential, and may require occasional travel.

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 assets.
• Participate in benefit fairs and orientations.
• Assist with targeted education campaigns.
• Meet with participants to educate about plan participation.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree

Series 7, Series 66 licenses

CFP, ChFC or similar designations

Job description

A leading financial services provider seeks a Retirement Plan Consultant in Charleston, South Carolina. The role involves guiding plan sponsors and employees in retirement savings, conducting presentations, and increasing participation rates through education. Candidates must possess a high school diploma or equivalent, with preference for a Bachelor's degree and financial licensing. The position offers a competitive salary and benefits package alongside bonus potential, and may require occasional travel.