Retirement Plan Consultant

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

📋 Description

• Provide impartial retirement plan guidance tailored to the requirements of plan sponsors and eligible employees.

• Conduct individual and group presentations both in-person and through video conferencing technologies.

• Facilitate enrollment sessions, age-specific financial education meetings, and financial literacy workshops.

• Engage in benefit fairs and orientations for new employees.

• Take part in annual reviews of the plan and the planning of financial education initiatives.

• Support the Relationship Manager and/or District Vice President in executing targeted education campaigns.

• Enhance plan participation, increase deferral rates, and grow plan assets.

• Meet with participants and eligible employees to inform them about the benefits of plan participation.

• Travel within the designated territory for new plan enrollments as necessary.

⛳️ Requirements

• High school diploma or GED is mandatory.

• Series 7 and Series 66 licenses are preferred.

• Necessary state insurance licenses must be obtained.

• CFP, ChFC, or similar professional designations are desirable.

• Exceptional presentation abilities are required.

• Bilingual proficiency in Spanish and English is a plus.

• Candidates must not have political contributions that could disqualify them or Corebridge Financial under relevant pay-to-play regulations.

• Selected candidates are required to disclose all U.S. political contributions made by themselves and their household family members over the last two years.

🏝️ Benefits

• Opportunity for incentive bonuses based on the attainment of specified plan metrics and client satisfaction ratings.

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

• Provision of company technology, including equipment, helpdesk support, client management, and financial planning tools.

• Coverage of E&O, licensing fees, continuing education, and compliance support by the company.

• Medical, dental, and vision insurance plans are included.

• Access to mental health support and wellness programs.

• 401(k) plan featuring a dollar-for-dollar company matching contribution of up to 6% of eligible earnings.

• Company contribution of 3% of eligible earnings to the 401(k) plan.

• Immediate vesting of company contributions to the 401(k) plan.

• Confidential counseling services and resources available through the Employee Assistance Program.

• Matching charitable donations at a 1:1 ratio, up to $5,000.

• Up to 16 hours of volunteer time annually.

• A minimum of 24 paid time off days for eligible employees.