Retirement Plan Consultant

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

📋 Description

• Offer impartial guidance that meets the requirements of plan sponsors and eligible employees.

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

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

• Conduct enrollment sessions as well as age-specific and advanced financial literacy meetings.

• Engage in benefit fairs and orientations for new employees.

• Take part in annual plan evaluations and financial education strategies.

• 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 for new plan enrollments as necessary based on the territory.

⛳️ Requirements

• High school diploma or GED is a must.

• Bachelor’s Degree is preferred.

• Series 7 license is preferred.

• Series 66 license is preferred.

• Relevant state insurance licenses are mandatory.

• CFP, ChFC, or similar designations are advantageous.

• Exceptional presentation skills are required.

• Bilingual skills in Spanish and English are a plus.

• Candidates must disclose any political contributions made by themselves and their household family members over the last two years if selected to move forward.

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

• Up to 25% travel may be necessary based on territory requirements.

🏝️ Benefits

• Opportunity for incentive bonuses based on meeting predetermined plan metrics and client satisfaction scores.

• A competitive benefits package providing immediate access to medical, dental, vision, and life insurance.

• 401(k) plan with a company match.

• Technology and equipment provided by the company.

• Helpdesk support available.

• Client management and financial planning tools provided.

• Company-paid E&O, licensing fees, continuing education, and compliance assistance.

• Support for mental health and wellness initiatives.

• A dollar-for-dollar company matching contribution to the 401(k) plan up to 6% of eligible pay.

• A company contribution equal to 3% of eligible pay to the 401(k) plan.

• Immediate vesting of company retirement contributions.

• Employee Assistance Program offering confidential counseling services and resources.

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

• Up to 16 hours of volunteer time annually.

• At least 24 paid time off days for eligible employees.