Corebridge Financial
Retirement Plan Consultant - Keene, NH
Corebridge Financial, Bedford, New Hampshire, us, 03110
Overview
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Retirement Plan Consultant - Keene, NH
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Corebridge Financial . Who We Are: At Corebridge Financial, we believe action is everything. We partner with financial professionals and institutions to help people take action in their financial lives, for today and tomorrow. We align to a set of values that define our culture and help bring our brand purpose to life. We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling colleagues to make an impact and bring their whole selves to work. About the Role
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 predefined plan metrics and client satisfaction ratings. Responsibilities
Conduct individual and group presentations, in person or via video, 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 benefits 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 territory may be required for new plan enrollments. Qualifications
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 Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. Compliance & Benefits
This role is a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5 and related pay-to-play rules. Candidates must disclose political contributions as required. Eligible employees receive a comprehensive benefits package including medical, dental, vision, life insurance and 401(k) with match (subject to plan terms). Company-provided technology, licensing and compliance support. Company-paid E&O, licensing fees, continuing education and compliance support. We are an Equal Opportunity Employer
Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered based on job-related qualifications and without regard to protected characteristics. We also provide reasonable accommodations during the hiring process upon request. Additional Information
Relocation: Not offered Estimated travel: Up to 25% Functional Area: SC - Sales Commission
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Join to apply for the
Retirement Plan Consultant - Keene, NH
role at
Corebridge Financial . Who We Are: At Corebridge Financial, we believe action is everything. We partner with financial professionals and institutions to help people take action in their financial lives, for today and tomorrow. We align to a set of values that define our culture and help bring our brand purpose to life. We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling colleagues to make an impact and bring their whole selves to work. About the Role
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 predefined plan metrics and client satisfaction ratings. Responsibilities
Conduct individual and group presentations, in person or via video, 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 benefits 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 territory may be required for new plan enrollments. Qualifications
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 Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. Compliance & Benefits
This role is a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5 and related pay-to-play rules. Candidates must disclose political contributions as required. Eligible employees receive a comprehensive benefits package including medical, dental, vision, life insurance and 401(k) with match (subject to plan terms). Company-provided technology, licensing and compliance support. Company-paid E&O, licensing fees, continuing education and compliance support. We are an Equal Opportunity Employer
Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered based on job-related qualifications and without regard to protected characteristics. We also provide reasonable accommodations during the hiring process upon request. Additional Information
Relocation: Not offered Estimated travel: Up to 25% Functional Area: SC - Sales Commission
#J-18808-Ljbffr