Retirement Plan Consultant Ii - Austin, Tx

Corebridge Financial Services

Austin, TX, United States
On-site
Objective guidance for plan sponsors
Individual and group presentations
Client satisfaction ratings
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

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.
  • Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees.

Matching 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.

Skills & Requirements

Must-have

  • Objective guidance for plan sponsors
  • Individual and group presentations
  • Client satisfaction ratings

Nice-to-have

  • Bilingual Spanish/English skills
  • Client-centered service
  • Passionate about excellence

Key Requirements

  • High school diploma or GED required
  • Bachelor's Degree preferred
  • Series 7, Series 66 preferred
  • Appropriate state insurance licenses required
  • CFP, ChFC or similar designations desirable
  • Excellent presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter