Retirement Plan Consultant II
1 week ago
We're passionate about helping Americans plan for and enjoy a secure retirement. As a Retirement Plan Consultant II at Corebridge Financial, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.
Key Responsibilities:- Conduct individual and group presentations to enhance awareness of plan features and grow plan assets.
- Participate in benefit fairs and new employee orientations to educate employees about plan participation.
- Assist in the annual plan review and financial education planning process to ensure plan sponsors and employees are informed and engaged.
- Meet with participants and eligible employees to educate them about plan participation and benefits.
- Travel to new plan enrollments as needed, with a minimum of 50% travel required during peak times.
- A salary-paid position with bonus potential.
- A competitive benefits package with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
- Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
- Company-paid E&O, licensing fees, continuing education, and compliance support.
- BA/BS preferred.
- Series 7, Series 66 preferred and appropriate state insurance licenses required.
- CFP, ChFC, or similar designations desirable.
- Excellent presentation skills.
- Bilingual Spanish/English skills a plus.
We are an Equal Opportunity Employer committed to diversity and inclusion. We believe that our people are our greatest asset, and we strive to create a workplace that values and respects individual perspectives.
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