Role OverviewThe Retirement Plan Consultant will provide objective guidance to plan sponsors and employees, conducting presentations and participating in benefit fairs and new employee orientations.
What You Will Do
Responsibilities include conducting individual and group presentations, participating in benefit fairs, and assisting with targeted education campaigns to increase participation and deferral rates.
Why It Might Be a Fit
This role requires excellent presentation skills, and bilingual Spanish/English skills are a plus. The company prioritizes employee well-being and offers a comprehensive benefits and wellness program.
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
- Must have excellent presentation skills
- 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
- Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: competitive 401(k) Plan with Company matching contribution
- 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: eligible employees start off with at least 24 Paid Time Off (PTO) days
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