Remote Retirement Plan Consultant II – Bonus Eligible

Corebridge Financial

Dallas (TX)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Competitive benefits package
Company-provided technology
Company-paid licensing fees
Volunteer Time Off
Paid Time Off: at least 24 PTO days

Job summary

Corebridge Financial is looking for a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors and employees. This remote position involves conducting presentations to enhance awareness of plan features and improve participation rates.

Responsibilities include meeting with participants, participating in benefit fairs, and assisting with financial education planning. The role offers a competitive benefits package, including immediate access to health insurance and a 401(k) plan.

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 presentations to promote plan features and grow plan assets.
  • Participate in benefit fairs and new employee orientations.
  • Assist in financial education planning.
  • Educate employees on plan participation.
  • Travel may be required.

Skills

Excellent presentation skills
Bilingual Spanish/English skills

Education

High school diploma or GED
Bachelor's Degree
Series 7, Series 66 licenses
CFP, ChFC or similar designations

Job description

Corebridge Financial is looking for a Retirement Plan Consultant to provide guidance aligned with the needs of plan sponsors and employees. This remote position involves conducting presentations to enhance awareness of plan features and improve participation rates.

Responsibilities include meeting with participants, participating in benefit fairs, and assisting with financial education planning. The role offers a competitive benefits package, including immediate access to health insurance and a 401(k) plan.

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