Retirement Plan Consultant Ii - Charleston, Sc

Corebridge Financial

Summerville, SC, United States
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Provide objective guidance
Plan sponsors and employees
Individual and group presentations
** Corebridge Financial is seeking a Retirement Plan Consultant II based in Summerville, SC, to provide guidance and education to plan sponsors and employees regarding retirement savings plans. The role involves conducting presentations, participating in enrollment meetings, and assisting with targeted education campaigns to enhance plan participation. **

Job Summary

  • The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
  • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
  • This is a salary paid position with bonus potential and a competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match.

Matching Summary

Match Score: 75

** Corebridge Financial is seeking a Retirement Plan Consultant II based in Summerville, SC, to provide guidance and education to plan sponsors and employees regarding retirement savings plans. The role involves conducting presentations, participating in enrollment meetings, and assisting with targeted education campaigns to enhance plan participation. **

Skills & Requirements

Must-have

  • provide objective guidance
  • plan sponsors and employees
  • individual and group presentations
  • client satisfaction ratings
  • financial education planning

Nice-to-have

  • action is everything
  • inclusive culture
  • stronger as one
  • learn, improve and innovate

Key Requirements

  • High school diploma or GED required
  • Bachelor's Degree preferred
  • Series 7, Series 66 preferred
  • appropriate state insurance licenses required
  • excellent presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter