Retirement Plan Consultant - Richmond, VA
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section ONLY when posting has real, specific content for it. So we need to decide which sections to include.
We have content for About the role (the paragraph after "About The Role").
Responsibilities: list of duties.
Skills And Qualifications: list.
Benefits: detailed list.
Pay: compensation info: average total compensation $60k-$70k, bonus potential, etc.
Schedule: travel up to 25% travel, remote work location. Could be considered schedule? Might include "Work Location" and "Estimated Travel". The instruction says use Schedule heading for schedule info. We have travel percentage and remote. So we can include Schedule section with that info.
We must not repeat job title as heading. Not include Job ID etc. Remove boilerplate: EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. Also remove "Why Corebridge?" maybe part of benefits? It includes benefits description. We'll keep benefit offerings.
We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from those sections.
We need to format lists with - . For prose use
.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
About The Role paragraph:
"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."
That's the about role.
Responsibilities list:
- 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.
- 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
Wait those last bullet points seem like benefits but they are under responsibilities? Actually the posting after responsibilities includes "To help you get started, we offer you the resources needed to build your own success:" then bullet list of salary paid position with bonus potential, competitive benefits package, company-provided technology, company-paid E&O etc. Those are more like benefits/offers. However the instruction says to include Benefits section separately. We should parse: The responsibilities section ends before "To help you get started...". That seems like a separate subsection maybe "What we offer". But we can treat those as benefits. However the posting also later has a "Why Corebridge?" section with benefit offerings. So we need to combine benefit info from both places.
Let's capture responsibilities up to "Meet with participants and eligible employees to educate employees regarding plan participation." and "Travel dependent on your territory may be required for new plan enrollments." That's the responsibilities.
Then after that, there is a paragraph: "To help you get started, we offer you the resources needed to build your own success:" followed by bullet list. Those are more like offerings/benefits. We'll treat them as part of Benefits.
Then later under "Why Corebridge?" we have Benefit Offerings Include ... with sub-bullets.
We'll combine all benefit points.
Now Skills And 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."
Compensation: "The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits."
Also earlier: "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." That's part of About the role but also compensation.
We'll include Pay section with compensation details: average total compensation $60k-$70k, based on hourly pay plus commissions, incentive bonus opportunity based on plan metrics and client satisfaction ratings.
Schedule section: remote work, up to 25% travel.
Now Benefits section: combine:
From "To help you get started..." bullet list:
- Salary paid position with bonus potential (but that's more compensation; maybe we keep in Pay)
- 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
From "Why Corebridge?" Benefit Offerings Include:
- Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: competitive 401(k) Plan offers dollar-for-dollar Company matching contribution up to 6% of eligible pay and Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- 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: up to 16 volunteer hours annually
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days
Also note: "Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy." That's a note; we can include as prose.
We must not include boilerplate like EEO, legal, etc. So we will omit the Equal Opportunity Employer paragraph and the accommodation details, etc.
We must not include "Functional Area SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company" maybe that's metadata; we can drop.
Now construct HTML.
We'll have:
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.
- 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.
Skills and 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
Benefits
- 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
- Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: competitive 401(k) Plan offers dollar-for-dollar Company matching contribution up to 6% of eligible pay and Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- 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: up to 16 volunteer hours annually
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
Pay
The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. Incentive bonus opportunity is available based on the achievement of pre-defined plan metrics and client satisfaction ratings.
Schedule
This position is designated as remote. Estimated travel may include up to 25% travel.
Check for any duplicated content: We included "Competitive benefits package..." both in Benefits and also maybe earlier; it's fine.
We omitted the "To help you get started..." bullet about salary paid position with bonus potential (we covered in Pay). We omitted company-provided technology etc (we included). Good.
We omitted the "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." We included in Pay.
We omitted the "This is a salary paid position with bonus potential" line; we covered in Pay.
We omitted the "Company-paid E&O, licensing fees, continuing education and compliance support" we included.
We omitted the "Work Location This position is currently designated as remote." we included in Schedule.
We omitted the "Estimated Travel May include up to 25% travel." included.
We omitted the "Compensation The average total compensation for this role historically has
. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. About The Role paragraph: "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." That's the about role. Responsibilities list: - 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. - 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 Wait those last bullet points seem like benefits but they are under responsibilities? Actually the posting after responsibilities includes "To help you get started, we offer you the resources needed to build your own success:" then bullet list of salary paid position with bonus potential, competitive benefits package, company-provided technology, company-paid E&O etc. Those are more like benefits/offers. However the instruction says to include Benefits section separately. We should parse: The responsibilities section ends before "To help you get started...". That seems like a separate subsection maybe "What we offer". But we can treat those as benefits. However the posting also later has a "Why Corebridge?" section with benefit offerings. So we need to combine benefit info from both places. Let's capture responsibilities up to "Meet with participants and eligible employees to educate employees regarding plan participation." and "Travel dependent on your territory may be required for new plan enrollments." That's the responsibilities. Then after that, there is a paragraph: "To help you get started, we offer you the resources needed to build your own success:" followed by bullet list. Those are more like offerings/benefits. We'll treat them as part of Benefits. Then later under "Why Corebridge?" we have Benefit Offerings Include ... with sub-bullets. We'll combine all benefit points. Now Skills And 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." Compensation: "The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits." Also earlier: "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." That's part of About the role but also compensation. We'll include Pay section with compensation details: average total compensation $60k-$70k, based on hourly pay plus commissions, incentive bonus opportunity based on plan metrics and client satisfaction ratings. Schedule section: remote work, up to 25% travel. Now Benefits section: combine: From "To help you get started..." bullet list: - Salary paid position with bonus potential (but that's more compensation; maybe we keep in Pay) - 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 From "Why Corebridge?" Benefit Offerings Include: - Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives - Retirement Savings: competitive 401(k) Plan offers dollar-for-dollar Company matching contribution up to 6% of eligible pay and Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. - 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: up to 16 volunteer hours annually - Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days Also note: "Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy." That's a note; we can include as prose. We must not include boilerplate like EEO, legal, etc. So we will omit the Equal Opportunity Employer paragraph and the accommodation details, etc. We must not include "Functional Area SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company" maybe that's metadata; we can drop. Now construct HTML. We'll have:
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.
- 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.
Skills and 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
Benefits
- 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
- Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: competitive 401(k) Plan offers dollar-for-dollar Company matching contribution up to 6% of eligible pay and Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- 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: up to 16 volunteer hours annually
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
Pay
The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. Incentive bonus opportunity is available based on the achievement of pre-defined plan metrics and client satisfaction ratings.
Schedule
This position is designated as remote. Estimated travel may include up to 25% travel.
Check for any duplicated content: We included "Competitive benefits package..." both in Benefits and also maybe earlier; it's fine. We omitted the "To help you get started..." bullet about salary paid position with bonus potential (we covered in Pay). We omitted company-provided technology etc (we included). Good. We omitted the "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." We included in Pay. We omitted the "This is a salary paid position with bonus potential" line; we covered in Pay. We omitted the "Company-paid E&O, licensing fees, continuing education and compliance support" we included. We omitted the "Work Location This position is currently designated as remote." we included in Schedule. We omitted the "Estimated Travel May include up to 25% travel." included. We omitted the "Compensation The average total compensation for this role historically has