Retirement Plan Consultant - Panama City, Fl

Corebridge Financial

Panama City, FL, United States
Base: salary pyid position; bonus/equity: incentiv...
Conduct individual and group presentations
Educate employees regarding plan participation
Participate in annual plan review
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.
  • We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.

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.

Salary

Base: Salary paid position; Bonus/Equity: Incentive bonus opportunity; Benefits: Competitive benefits package

Skills & Requirements

Must-have

  • Conduct individual and group presentations
  • Educate employees regarding plan participation
  • Participate in annual plan review
  • Increase participation and deferral rates
  • Client satisfaction ratings

Nice-to-have

  • Challenging the status quo
  • Embrace different perspectives
  • Client centered service
  • Hardworking and passionate employees

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
  • Bilingual Spanish/English skills a plus

Work Rights

Not specified

Tailored Resume

Cover Letter