Retirement Plan Advisor — Financial Wellness Leader

The Variable Annuity Life Insurance Company; Boca Raton (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Company-provided technology

Job summary

Corebridge Financial in Boca Raton, FL is seeking a Retirement Plan Consultant to conduct presentations, enroll employees, and educate on plan features. The role involves travel to meetings and benefit fairs, with a focus on growing plan assets and participation.

A Bachelor's degree is preferred, along with Series 7/66 licenses; CFP/ChFC designations are desirable. Bilingual Spanish/English is a plus and presentation skills are essential.

Qualifications

• Bachelor's Degree preferred; Series 7 and Series 66 licenses preferred.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills required; bilingual Spanish/English a plus.

Responsibilities

• Conduct individual and group presentations to explain plan features and grow assets.
• Present enrollment meetings and financial education sessions as requested by the sponsor.
• Participate in benefit fairs and new employee orientations; travel as required.

Skills

Presentation skills

Bilingual Spanish/English

Sales/education outreach

Education

Bachelor's Degree preferred

Series 7

Series 66

Tools

CFP/ChFC desirable

Job description

Corebridge Financial in Boca Raton, FL is seeking a Retirement Plan Consultant to conduct presentations, enroll employees, and educate on plan features. The role involves travel to meetings and benefit fairs, with a focus on growing plan assets and participation.

A Bachelor's degree is preferred, along with Series 7/66 licenses; CFP/ChFC designations are desirable. Bilingual Spanish/English is a plus and presentation skills are essential.