Jobs · Finance · Florida

Retirement Plan Consultant - Indian River County, FL

Corebridge Financial · Seminole County, FL · 2 wk ago
FinanceFull-time

About the role

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.

Affiliate with 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.

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.
  • Affiliate with 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.

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
  • Must have excellent presentation skills
  • Bilingual Spanish/English skills a plus

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

  • Up to 50% travel

Functional Area

  • SC - Sales Commission

Relocation Provided

  • No

Variable Annuity Life Insurance Company

  • The Variable Annuity Life Insurance Company

Corebridge Financial

  • 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 being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.

Corebridge Financial

  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws and regulations.
  • We are committed to being an equal opportunity employer and we comply with all fair employment laws

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