Remote Retirement Plan Consultant - Enrollment & Education Focus

Corebridge Financial, Inc.; Long Island (ME); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Salary with bonus potential

Medical, dental, vision insurance

401(k) with company match

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant in a remote capacity to guide plan sponsors and employees on retirement savings plans. The role includes delivering presentations, traveling for enrollments, and contributing to education campaigns to boost participation and deferral rates.

The role offers a salary with bonus potential, a comprehensive benefits package, and company-provided technology and support for compliance and education initiatives.

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.
• Must have 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.
• 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

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's degree preferred

Series 7, Series 66 licenses

State license required

CFP/ChFC desirable

Job description

Corebridge Financial is seeking a Retirement Plan Consultant in a remote capacity to guide plan sponsors and employees on retirement savings plans. The role includes delivering presentations, traveling for enrollments, and contributing to education campaigns to boost participation and deferral rates.

The role offers a salary with bonus potential, a comprehensive benefits package, and company-provided technology and support for compliance and education initiatives.