Retirement Plan Educator & Enrollment Specialist

Corebridge Financial; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Immediate access to health insurance

401(k) plan with match

Company-provided technology

Paid Time Off: minimum 24 days

Volunteer Time Off: up to 16 hours annually

Job summary

Corebridge Financial in Jacksonville, Florida is seeking a Retirement Plan Consultant to conduct presentations and educate clients about retirement plans. The ideal candidate will have a high school diploma or GED, with a preference for a Bachelor's Degree, Series 7 and 66, and excellent presentation skills. Bilingual candidates are encouraged to apply. This role offers a competitive salary, bonuses, and a comprehensive benefits package, including 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.
• Must have excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Responsibilities

• Conduct presentations to improve awareness of plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Assist Relationship Manager with targeted education campaigns.
• Meet with participants to educate on plan participation.
• Travel may be required for new plan enrollments.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree preferred

Series 7 and Series 66 preferred

CFP, ChFC or similar designations

Job description

Corebridge Financial in Jacksonville, Florida is seeking a Retirement Plan Consultant to conduct presentations and educate clients about retirement plans. The ideal candidate will have a high school diploma or GED, with a preference for a Bachelor's Degree, Series 7 and 66, and excellent presentation skills. Bilingual candidates are encouraged to apply. This role offers a competitive salary, bonuses, and a comprehensive benefits package, including health insurance and a 401(k) plan.