Retirement Plan Consultant

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

📋 Description

• Offer impartial guidance tailored to the requirements of plan sponsors and qualified employees.

• Facilitate both individual and group presentations, either in person or through video conferencing.

• Enhance understanding of plan features and expand plan assets.

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

• Engage in benefit fairs and orientations for new employees.

• Take part in annual plan assessments and financial education strategy sessions.

• Support the Relationship Manager and/or District Vice President with focused educational initiatives.

• Boost participation and deferral rates.

• Meet with participants and eligible employees to inform them about plan involvement.

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

⛳️ Requirements

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

• Series 7 and Series 66 licenses are preferred.

• Necessary state insurance licenses must be obtained.

• CFP, ChFC, or similar qualifications are advantageous.

• Exceptional presentation abilities are essential.

• Bilingual skills in Spanish and English are a plus.

• Candidates must reveal all U.S. political contributions made by themselves and household members over the previous two years if selected to proceed.

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

🏝️ Benefits

• Opportunity for incentive bonuses based on the achievement of established plan metrics and client satisfaction scores.

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

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

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

• Access to mental health resources and wellness programs.

• A dollar-for-dollar company matching contribution for the 401(k) plan of up to 6% of eligible pay, along with a company contribution of 3% of eligible pay; contributions vest immediately.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time annually.

• Minimum of 24 paid time off (PTO) days.

• Option for remote work.

• No relocation assistance provided.