Retirement Plan Consultant: Educate, Enroll, Elevate

Corebridge Financial, Inc.; Winter Haven (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company match

Paid Time Off (at least 24 days)

Employee Assistance Program

Volunteer Time Off

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant in Winter Haven, FL to provide guidance for retirement savings plans. This full-time position involves conducting presentations to enhance plan awareness and meet with participants to improve plan participation.

Preferred qualifications include a Bachelor's Degree and financial licenses. Competitive benefits and a collaborative work environment are emphasized.

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.

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features.
• Meet with participants to educate employees regarding plan participation.
• Assist Relationship Manager with targeted education campaigns.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree

Tools

Financial planning tools

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant in Winter Haven, FL to provide guidance for retirement savings plans. This full-time position involves conducting presentations to enhance plan awareness and meet with participants to improve plan participation.

Preferred qualifications include a Bachelor's Degree and financial licenses. Competitive benefits and a collaborative work environment are emphasized.