Retirement Plan Consultant

This is a fully remote position, open to applicants in Florida.

📋 Description

• Deliver individual and group presentations, either in person or through video technology, to enhance understanding of plan features and increase plan assets.

• Presentations encompass enrollment meetings, age-specific financial education sessions, and advanced financial literacy meetings as requested by the plan sponsor or as identified by the relevant communication and education strategy.

• Actively engage in benefit fairs and orientations for new employees.

• Contribute to the annual review of the plan and the planning process for financial education.

• Support the Relationship Manager and/or District Vice President in targeted educational campaigns aimed at boosting participation and deferral rates.

• Meet with participants and eligible employees to provide education on plan participation.

• Travel may be necessary within your territory for new plan enrollments.

⛳️ Requirements

• A high school diploma or GED is required; a Bachelor's Degree is preferred.

• Series 7 and Series 66 licenses are preferred, along with the necessary state insurance licenses.

• CFP, ChFC, or similar designations are advantageous.

• Exceptional presentation skills are a must.

• Bilingual skills in Spanish and English are a plus.

🏝️ Benefits

• Competitive benefits package offering immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.

• Company-provided technology, including equipment, helpdesk support, client management, and financial planning tools.

• Coverage for Errors and Omissions (E&O), licensing fees, ongoing education, and compliance assistance paid by the company.

• Health and Wellness: A variety of medical, dental, and vision insurance plans are available, along with mental health support and wellness programs to promote holistic well-being.

• Retirement Savings: We provide retirement benefits options that differ by location. In the U.S., our competitive 401(k) Plan includes a generous dollar-for-dollar company match of up to 6% of eligible pay, along with a 3% company contribution (subject to annual IRS limits and plan terms). These contributions vest immediately.

• Employee Assistance Program: Confidential counseling services and resources are available to all employees.

• Matching charitable contributions: Corebridge matches donations made to tax-exempt organizations at a 1:1 ratio, up to $5,000.

• Volunteer Time Off: Employees can utilize up to 16 hours of volunteer time annually to engage in activities that benefit the communities where they live and work.

• Paid Time Off: Eligible employees begin with a minimum of 24 Paid Time Off (PTO) days to take time off for personal and family needs.