We are seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans. The role involves conducting presentations, participating in benefit fairs, and assisting with education campaigns to increase participation and deferral rates.
Requirements
- High school diploma or GED required; Bachelor's Degree preferred
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- CFP, ChFC or similar designations desirable
- Excellent presentation skills required
- Bilingual Spanish/English skills a plus
Benefits
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 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
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days
- Employee Assistance Program: Confidential counseling services and resources are available to all employees
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually