Retirement Plan Consultant - Syracuse, NY
$60,000–$70,000 year
RemoteNew York, 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 and new employee orientations while meeting with participants to educate employees regarding plan participation. Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates. Participate in the annual plan review and financial education planning process. This remote role includes up to 25% travel for new plan enrollments. Compensation ranges from $60,000-$70,000 plus commissions, with an incentive bonus opportunity based on 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
- Bilingual Spanish/English 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
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