Remote Retirement Plan Strategist

Corebridge Financial, Inc.; United States; À distance; USD 60 000 - 70 000; Plein temps

Avantages offerts par ce poste

Salary with bonus potential

Medical, dental and vision insurance

401(k) plan with match

Company-provided technology

Licensing fees paid

Résumé du poste

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of 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 conducting enrollment meetings, education sessions, and participating in benefit fairs. Remote work is designated with travel up to 25% and a competitive benefits package.

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.

Responsabilités

• Conduct individual and group presentations 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 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 territory may be required for new plan enrollments.

Connaissances

High school diploma

Series 7

Series 66

CFP/ChFC desirable

Excellent presentation skills

Bilingual Spanish/English a plus

Formation

Bachelor’s Degree preferred

Description du poste

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with the needs of 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 conducting enrollment meetings, education sessions, and participating in benefit fairs. Remote work is designated with travel up to 25% and a competitive benefits package.