Retirement Plan Consultant - Indian River County, FL
About The Position
At Corebridge Financial, we partner with financial professionals and institutions to help more people take action in their financial lives. We offer a broad portfolio of life insurance, retirement, and institutional products through an extensive, multichannel distribution network. We are passionate about excellence and are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and client satisfaction ratings.
Requirements
- High school diploma or GED required
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial.
- Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Nice To Haves
- Bachelor's Degree preferred
- CFP, ChFC or similar designations desirable
- Excellent presentation skills
- Bilingual Spanish/English skills a plus
Responsibilities
- Conduct 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 rates.
- Meet with participants and eligible employees to educate employees regarding plan participation.
- Travel dependent on your territory may be required for new plan enrollments.
Benefits
- Salary paid position with bonus potential
- 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
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- Retirement benefits options
- 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay
- Employee Assistance Program: Confidential counseling services and resources
- 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
- Paid Time Off (PTO) days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
