Senior Retirement Plan Advisor | Remote & Travel

The Variable Annuity Life Insurance Company; Houston (TX); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health and Wellness benefits

401(k) plan with company match up to 6

Company-paid E&O and licensing support

Educational assistance & compliance

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the retirement plan. The role offers an incentive bonus based on defined plan metrics and client satisfaction.

The position involves presenting enrollment meetings, age-based and financial literacy sessions, and participating in benefit fairs. Remote work is available with up to 25% travel, and a comprehensive benefits package is provided.

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.
• Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• 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 license

Series 66 license

Insurance licensing

CFP/ChFC desirable

Education

Bachelor's degree preferred

High School Diploma or GED required

CFP/ChFC or similar designations desirable

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the retirement plan. The role offers an incentive bonus based on defined plan metrics and client satisfaction.

The position involves presenting enrollment meetings, age-based and financial literacy sessions, and participating in benefit fairs. Remote work is available with up to 25% travel, and a comprehensive benefits package is provided.