Retirement Plan Consultant - Boston, MA
On-site · Boston, Massachusetts, United States or Nashua, New Hampshire, United States
Job Summary
The Retirement Plan Consultant will provide objective guidance for retirement savings plans, conducting presentations to improve plan awareness and grow plan assets. Responsibilities include enrollment meetings, financial education meetings, and participation in benefit fairs and annual plan reviews. The consultant will also assist in targeted education campaigns and meet with participants to educate them on plan participation. A salary paid position with bonus potential is offered, alongside competitive benefits, and company-provided technology and support. Preferred qualifications include a Bachelor's Degree, financial licenses, and bilingual skills.
Required Qualifications
- High school diploma or GED required
- Bachelor's Degree preferred
- Series 7, Series 66 preferred
- Appropriate state insurance licenses required
- Must have excellent presentation skills
Desired Qualifications
- Bilingual Spanish/English skills
- CFP, ChFC or similar designations desirable
Additional Requirements
- Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business.
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