Remote Retirement Plan Consultant II — Bonus Eligible

Corebridge Financial, Inc.; United States; Remoto; USD 70.000 - 110.000; Tempo integral

Benefícios oferecidos por esta vaga

Health and Wellness benefits

401(k) plan with company match

Company-provided technology

E&O, licensing fees and continuing ed

Paid time off

Resumo da vaga

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

Responsibilities include conducting enrollment and education meetings (in person or virtually), participating in benefit fairs, supporting annual plan reviews, and aiding targeted campaigns to boost participation and deferral rates.

Qualificações

• 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.

Responsabilidades

• Conduct individual and group presentations, in person or via video, to improve awareness of plan features and 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.

Conhecimentos

Presentation skills

Bilingual Spanish/English

CFP/ChFC desirable

Formação

High school diploma or GED

Bachelor’s Degree preferred

Ferramentas

Series 7 license

Series 66 license

State insurance licenses

Descrição da vaga

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

Responsibilities include conducting enrollment and education meetings (in person or virtually), participating in benefit fairs, supporting annual plan reviews, and aiding targeted campaigns to boost participation and deferral rates.