Retirement Plan Consultant II - Tallahassee, FL
Corebridge Financial, Tallahassee, FL, United States
Retirement Plan Consultant
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities include conducting 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. To help you get started, we offer you the resources needed to build your own success: This is a 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. Skills and qualifications include 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. This position is currently designated as remote. Estimated travel may include up to 25% travel. At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life. The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities include conducting 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. To help you get started, we offer you the resources needed to build your own success: This is a 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. Skills and qualifications include 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. This position is currently designated as remote. Estimated travel may include up to 25% travel. At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.