Retirement Plan Consultant - Eugene, OR

About the role

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

• 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.
• Participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Aid in 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.

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.

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.

Skills

• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Benefits

• 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.

Pay

• This is a salary paid position with bonus potential.

Schedule

• May include up to 25% travel.

Work Location

Eugene, OR - 128023

Estimated Travel

May include up to 25% travel.

Why Corebridge?

• We prioritize the health, well-being, and work-life balance of our employees.
• We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• We offer retirement benefits options, which vary by location.
• We offer a competitive 401(k) Plan with 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 (subject to annual IRS limits and Plan terms).
• We offer confidential counseling services and resources through an Employee Assistance Program.
• We match donations to tax-exempt organizations 1:1, up to $5,000.
• We provide up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• We offer Paid Time Off so employees can take time off for themselves and their families when they need it.

Corebridge Financial, Inc.

• We are an Equal Opportunity Employer.
• We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to building a creative workplace that leads to innovation, growth, and profitability.
• We invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to