Retirement Plan Consultant

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

📋 Description

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

• Facilitate individual and group presentations both in-person and through video technology.

• Enhance awareness of retirement plan features and increase plan assets.

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

• Engage in benefit fairs and orientations for new employees.

• Participate in annual reviews of the plan and financial education strategy.

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

• Boost plan participation and deferral rates.

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

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

⛳️ Requirements

• High school diploma or GED is mandatory.

• Bachelor's Degree is preferred.

• Series 7 and Series 66 licenses are preferred.

• Required to possess appropriate state insurance licenses.

• CFP, ChFC, or equivalent designations are desirable.

• Strong presentation skills are essential.

• Bilingual skills in Spanish and English are advantageous.

• Must not have made political contributions that would disqualify the candidate or Corebridge Financial under applicable pay-to-play regulations.

• Applicants selected must disclose any U.S. political contributions made by themselves and household family members over the past two years.

🏝️ Benefits

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

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

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

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

• Comprehensive medical, dental, and vision insurance options.

• Support for mental health and wellness initiatives.

• U.S. 401(k) plan featuring dollar-for-dollar company matching contributions up to 6% of eligible pay.

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

• Immediate vesting of company retirement contributions.

• Employee Assistance Program providing confidential counseling services and resources.

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

• Up to 16 hours of volunteer time offered annually.

• Minimum of 24 paid time off (PTO) days available for eligible employees.

• Reasonable accommodations provided for applicants and employees.