Retirement Plan Consultant - NE Georgia
RemoteGeorgia, United States
Georgia, United StatesRemoteFull TimeLarge
Full TimeLarge
Job Summary
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets. Actively participate in benefit fairs, new employee orientations, and the annual plan review process. Meet with participants and eligible employees to educate them regarding plan participation, while assisting Relationship Managers with targeted education campaigns to increase deferral rates. This remote role requires up to 25% travel and includes an incentive bonus based on plan metrics and client satisfaction.
Required Qualifications
- High school diploma or GED
- Series 7
- Series 66
- appropriate state insurance licenses
- Must have excellent presentation skills
- Must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business
- Must disclose all U.S. political contributions made by the candidate and their household family members over the past two years
- Must be able to travel up to 25%
Desired Qualifications
- Bachelor's Degree
- CFP
- ChFC
- similar designations
- Bilingual Spanish/English skills
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.