Business Development Specialist
1 week ago
At Corebridge Financial, we're passionate about helping individuals plan and take action to protect their financial future. As a Business Development Specialist - Retirement Savings, you'll play a critical role in providing objective guidance that aligns with the needs of plan sponsors and employees eligible for our retirement savings plans.
We offer a competitive salary of $80,000 per year, plus bonus potential based on factors such as pre-defined plan metrics and client satisfaction ratings. In addition to your salary, you'll enjoy a comprehensive benefits package, including immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
About the Role- You'll conduct individual and group presentations to improve awareness of plan features and grow plan assets. Presentations will include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by our communication and education plan.
- Actively participate in benefit fairs and new employee orientations to educate participants about our retirement savings plans.
- Participate in the annual plan review and financial education planning process to ensure our clients receive the best possible guidance.
- Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
- Meet with participants and eligible employees to educate them regarding plan participation and provide personalized support.
- Travel may be required for new plan enrollments, but this will not exceed 25% of your work schedule.
- A high school diploma or GED is required; a Bachelor's Degree is preferred.
- Series 7, Series 66 licenses are preferred, and appropriate state insurance licenses are required.
- CFP, ChFC designations are desirable.
- You must have excellent presentation skills and the ability to effectively communicate complex financial concepts to our clients.
- Bilingual Spanish/English skills are a plus.
We're an equal opportunity employer committed to diversity and inclusion. Our goal is to create a workplace that values unique perspectives and fosters innovation, growth, and profitability. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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