Retirement Plan Consultant - Broward County, FL

Overview

Retirement Plan Consultant - Broward County, FL at Corebridge Financial. This role provides objective guidance 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 client satisfaction ratings.

• 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 territory may be required for new plan enrollments.

• 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

• This is a salary paid position with bonus potential
• Competitive benefits package with medical, dental, vision, life insurance and 401(k) 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 programs, retirement savings options, Employee Assistance Program, matching charitable donations, Volunteer Time Off, and paid time off

Corebridge Financial is an equal opportunity employer. All applicants will be considered based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Reasonable accommodations will be provided as needed. If you need an accommodation, please email Talentand Incl

Estimated Travel Percentage:
Up to 50%

Relocation Provided:
No