Retirement Plan Educator & Enrollment Specialist

Corebridge Financial, Inc.; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits package

Immediate access to medical, dental, vision

401(k) plan with match

Company-provided technology

Job summary

A financial services provider based in Boston is seeking a Retirement Plan Consultant to guide eligible employees in their retirement savings plans. Responsibilities include presenting plan features, participating in benefit fairs, and educating employees on plan participation. Candidates should have a high school diploma, preferred Series 7 and 66 licenses, and excellent presentation skills. The position offers a salary with bonus potential plus a competitive benefits package, including immediate access to health insurance and a 401(k) plan.

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 presentations to improve awareness of plan features.
• Participate in benefit fairs and new employee orientations.
• Meet with participants to educate about plan participation.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree

Series 7, Series 66 preferred

CFP, ChFC or similar designations

Job description

A financial services provider based in Boston is seeking a Retirement Plan Consultant to guide eligible employees in their retirement savings plans. Responsibilities include presenting plan features, participating in benefit fairs, and educating employees on plan participation. Candidates should have a high school diploma, preferred Series 7 and 66 licenses, and excellent presentation skills. The position offers a salary with bonus potential plus a competitive benefits package, including immediate access to health insurance and a 401(k) plan.