Retirement Plan Consultant

📋 Description

• Deliver both individual and group presentations, either in person or through video technology, aimed at enhancing knowledge of plan features and increasing plan assets.

• Presentations encompass enrollment sessions, age-based financial education gatherings, and advanced financial literacy meetings as requested by the plan sponsor or outlined in the respective communication and education plan.

• Actively engage in benefit fairs and orientation sessions for new employees.

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

• Support the Relationship Manager and/or District Vice President in targeted education campaigns designed to boost participation and deferral rates.

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

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

⛳️ Requirements

• A high school diploma or GED is mandatory; 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 required.

• Bilingual proficiency in Spanish and English is a plus.

🏝️ Benefits

• A competitive benefits package that offers immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.

• Technology provided by the company, including equipment, helpdesk support, client management systems, and financial planning tools.

• Coverage for E&O, licensing fees, ongoing education, and compliance support paid by the company.

• Health and Wellness: We provide various medical, dental, and vision insurance plans, along with mental health support and wellness initiatives to enhance overall well-being.

• Retirement Savings: Our retirement benefits vary by location. In the U.S., our competitive 401(k) Plan features a generous dollar-for-dollar company matching contribution of up to 6% of eligible pay, in addition to a company contribution equal to 3% of eligible pay (subject to annual IRS limits and plan terms). These contributions vest immediately.

• Employee Assistance Program: All employees have access to confidential counseling services and resources.

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

• Volunteer Time Off: Employees are allowed up to 16 hours 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.