Remote Retirement Planning Consultant II

Corebridge Financial; Greensboro (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with company match

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees, with incentive bonuses based on predefined plan metrics and client satisfaction.

The role includes conducting enrollment and education meetings, traveling up to 25% as needed, supporting education campaigns with Relationship Managers, and delivering clear plan participation guidance.

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 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

Series 7

Series 66

Insurance licenses

CFP designation

ChFC designation

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees, with incentive bonuses based on predefined plan metrics and client satisfaction.

The role includes conducting enrollment and education meetings, traveling up to 25% as needed, supporting education campaigns with Relationship Managers, and delivering clear plan participation guidance.