Retirement Plan Consultant
2 weeks ago
Retirement Plan Consultant - Salt Lake City, UTCorebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.About The RoleConduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.Actively participate in benefit fairs and new employee orientations.Participate in the annual plan review and financial education planning process.Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral ratesMeet with participants and eligible employees to educate employees regarding plan participation.Travel dependent on your territory may be required for new plan enrollments.To help you get started, we offer you the resources needed to build your own success:This is a salary paid position with bonus potentialCompetitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with matchCompany-provided technology, including equipment, helpdesk assistance, client management and financial planning toolsCompany-paid E&O, licensing fees, continuing education and compliance supportWhat We Are Looking ForHigh school diploma or GED required; Bachelor's Degree preferredSeries 7, Series 66 preferred and appropriate state insurance licenses requiredCFP, ChFC or similar designations desirableMust have excellent presentation skillsBilingual Spanish/English skills a plusWe are an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability.Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to candidatecare@aig.com. Reasonable accommodations will be determined on a case-by-case basis. #J-18808-Ljbffr
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Retirement Plan Consultant
4 weeks ago
Salt Lake City, United States Corebridge Financial Full timeRetirement Plan Consultant - Salt Lake City, UTJoin to apply for the Retirement Plan Consultant - Salt Lake City, UT role at Corebridge FinancialRetirement Plan Consultant - Salt Lake City, UT2 days ago Be among the first 25 applicantsJoin to apply for the Retirement Plan Consultant - Salt Lake City, UT role at Corebridge FinancialGet AI-powered advice on...
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Consultant, Retirement Plan Consulting
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Salaried Financial Advisor
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Salt Lake City, UT, United States CPS Full timeSalaried Financial Advisor / Retirement Plan Sales Consultant Are you tired of commission only positions? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist? Thi s might be the opportunity for you. There is a retirement...
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Retirement Plan Consultant
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Salt Lake City, United States Corebridge Financial Full timeCorebridge Financial OpportunityCorebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance,...
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Senior Retirement Plan Consultant
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Remote Retirement Plan Advisor for Growth
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Salt Lake City, United States Corebridge Financial, Inc. Full timeA leading financial services provider is seeking a Retirement Plan Consultant to guide plan sponsors and employees in optimizing retirement savings. Responsibilities include conducting presentations, participating in benefit fairs, and meeting with participants for education on plan features. This position offers a salary with bonus potential and a...
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Group Plan Operations Specialist
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Jefferson City, MO, United States Retirement Plan Advisors Full timeJob Description Job Description Retirement Plan Advisors (RPA) is a Registered Investment Adviser (RIA) with offices in downtown Chicago, IL and Jefferson City, MO. We are a growing, fast-paced firm with a casual, drama-free work environment. We work hard, take great pride in providing the highest quality and value to our clients, treat each other with...
