Remote Retirement Plan Consultant II

Corebridge Financial; St. Louis (MO); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health and Wellness

401(k) plan with match

Volunteer Time Off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees enrolled in retirement plans. You will conduct enrollment meetings, deliver age-based financial education, and partner with relationships managers to expand participation.

This remote role requires strong presentation skills, FINRA Series 7/66 licenses, state insurance licenses, and CFP/ChFC if available.

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

Series 7 license

Series 66 license

State insurance licenses

CFP/ChFC designation desirable

Education

High school diploma or GED

Bachelor’s Degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees enrolled in retirement plans. You will conduct enrollment meetings, deliver age-based financial education, and partner with relationships managers to expand participation.

This remote role requires strong presentation skills, FINRA Series 7/66 licenses, state insurance licenses, and CFP/ChFC if available.