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Retirement Plan Advisor II

2 months ago

Boca Raton, Florida, United States Corebridge Financial Full time

Welcome to Corebridge Financial

As a prominent provider of financial advisory services across various sectors such as healthcare, education, public service, and non-profit organizations, we are seeking a Retirement Plan Consultant II. In this pivotal position, you will assist plan sponsors and employees in navigating their retirement options effectively.

Primary Responsibilities:

  • Delivering engaging presentations to inform individuals and groups about the features of retirement plans
  • Engaging in benefit fairs and orientations for new hires
  • Collaborating on financial literacy initiatives and targeted outreach campaigns
  • Supporting efforts to enhance plan enrollment and contribution rates
  • Meeting with participants to offer tailored guidance on plan advantages
  • Traveling as necessary for plan enrollment activities

We provide a competitive compensation package, including benefits and performance bonuses, along with resources designed to foster your professional growth. Our organization prioritizes diversity and inclusion, fostering a dynamic environment conducive to innovation and development.

Qualifications for this position:

  • A Bachelor’s degree is preferred
  • Possession of Series 7, Series 66, and state insurance licenses is mandatory
  • Preferred certifications include CFP or ChFC
  • Exceptional presentation abilities
  • Bilingual proficiency is advantageous

If you are dedicated to empowering individuals in achieving their financial goals, we encourage you to consider this opportunity at Corebridge Financial.