Retirement Plan Consultant II — Educate & Enroll

Corebridge Financial, Inc.; Addison (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with match

Company-provided technology

Licensing fee coverage

E&O coverage

Continuing education support

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant who will provide objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on plan metrics and client satisfaction ratings.

Responsibilities include conducting enrollment meetings, educating participants, participating in benefit fairs, and supporting annual plan reviews.

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

Presentation skills

Bilingual Spanish/English

Series 7

Series 66

Insurance licenses

CFP/ChFC designation

Education

High school diploma or GED required

Bachelor's degree preferred

Tools

Client management tools

Job description

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant who will provide objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on plan metrics and client satisfaction ratings.

Responsibilities include conducting enrollment meetings, educating participants, participating in benefit fairs, and supporting annual plan reviews.