Remote Retirement Plan Consultant & Educator

The Variable Annuity Life Insurance Company; Overland Park (KS); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k) match program

Health, dental, vision insurance

Licensing reimbursement

Continuing education support

Employee Assistance Program

Volunteer Time Off

PTO (at least 24 days)

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees for applicable retirement savings plans. An incentive bonus is available based on plan metrics achievement and client satisfaction.

The role involves conducting enrollments and education meetings, participating in benefit fairs, and collaborating with the District leadership on education campaigns. Remote work is designated with possible travel up to 25%.

Qualifications

• High school diploma or GED required; Bachelor's Degree preferred.
• Series7 and Series66 preferred; appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• Presentations include enrollment meetings, age‑based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• 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.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees for applicable retirement savings plans. An incentive bonus is available based on plan metrics achievement and client satisfaction.

The role involves conducting enrollments and education meetings, participating in benefit fairs, and collaborating with the District leadership on education campaigns. Remote work is designated with possible travel up to 25%.