Retirement Plan Consultant - Miami, FL

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.

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.

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

Skills

• Excellent presentation skills

Benefits

• Health and Wellness: Medical, dental, vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with 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).
• 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 to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Pay

This is a salary paid position with bonus potential.

Schedule

Up to 50% estimated travel percentage.

Functional Area

SC - Sales Commission

Relocation Provided

No

Variable Annuity Life Insurance Company

The Variable Annuity Life Insurance Company