Retirement Plan Advisor - Remote with Bonus Potential

corebridgefinancial; Baton Rouge (LA); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health and Wellness

Retirement Savings

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

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

The role involves conducting presentations to improve plan awareness, participating in benefit fairs, and leading education campaigns. Travel may be required; the position is remote with a comprehensive benefits package and company

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, 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

Excellent presentation skills

Bilingual Spanish/English

Series 7 & 66 licenses

State insurance licenses

Education

Bachelor's degree preferred

High school diploma or GED required

CFP or ChFC designation desirable

Job description

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

The role involves conducting presentations to improve plan awareness, participating in benefit fairs, and leading education campaigns. Travel may be required; the position is remote with a comprehensive benefits package and company