Strategic Retirement Plan Advisor (Remote)

Corebridge Financial; USA; Remote; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision insurance

401(k) plan with company match

Company-provided technology and tools

Licensing and E&O covered by company

Paid time off

Zusammenfassung

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees enrolled in retirement plans. The role includes delivering presentations, educating participants, and supporting enrollment and deferral strategies.

Travel up to 25% may be required; remote work is available with a nationwide scope. A competitive benefits package accompanies this position.

Qualifikationen

• 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.

Aufgaben

• Conduct individual and group presentations, in person or via video, to explain plan features and drive plan participation.
• Participate in benefit fairs and new employee orientations.
• Assist in annual plan review and financial education planning.
• Support targeted education campaigns with Relationship Manager and District VP to increase participation and deferral rates.
• Meet with participants to educate on plan participation.
• Travel up to 25% of the time as needed by territory.

Kenntnisse

Presentation skills

Bilingual Spanish/English

Ausbildung

High school diploma or GED

Bachelor's degree

Jobbeschreibung

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees enrolled in retirement plans. The role includes delivering presentations, educating participants, and supporting enrollment and deferral strategies.

Travel up to 25% may be required; remote work is available with a nationwide scope. A competitive benefits package accompanies this position.