Remote Retirement Plan Consultant II – Education & Enrollment

Corebridge Financial; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

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

The role involves presenting plan features, participating in benefit fairs, and educating employees on plan participation with travel as needed. Remote work is designated with potential travel up to 25%.

Qualifications

• High school diploma or GED required; Bachelor's Degree preferred.
• Series 7, Series 66 licenses 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

Public speaking

Bilingual Spanish/English

Excellent communication

Education

Series 7

Series 66

Insurance licenses

Bachelor's degree preferred

CFP/ChFC desirable

Job description

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

The role involves presenting plan features, participating in benefit fairs, and educating employees on plan participation with travel as needed. Remote work is designated with potential travel up to 25%.