Retirement Plan Consultant - Prince Georges County, MD
$60,000–$70,000 year
RemoteMaryland, United States
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 and District Vice Presidents with targeted education campaigns to increase participation and deferral rates. This remote position requires up to 25% travel for new plan enrollments and includes an incentive bonus opportunity based on pre-defined plan metrics and client satisfaction ratings.
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
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