Retirement Plan Consultant Ii - Tallahassee, Fl

Corebridge Financial Services

Tallahassee, FL, US
Base: salary pyid; bonus: incentive bonus availabl...
Fully remote
Excellent presentation skills required
Series 7 or series 66 license preferred
State insurance licenses required
Corebridge Financial is seeking a Retirement Plan Consultant II for a remote position based in Tallahassee, FL. The role involves providing guidance on retirement savings plans, conducting educational presentations, and fostering relationships with plan sponsors and employees. Candidates should possess strong presentation skills and relevant financial licenses, with a competitive benefits package offered

Job Summary

  • The role involves conducting individual and group presentations to improve awareness of retirement plan features and grow plan assets.
  • Candidates will actively participate in benefit fairs, new employee orientations, and annual plan reviews to increase participation rates.
  • The position offers a competitive salary with bonus potential based on pre-defined metrics and client satisfaction ratings.

Matching Summary

Match Score: 85

Corebridge Financial is seeking a Retirement Plan Consultant II for a remote position based in Tallahassee, FL. The role involves providing guidance on retirement savings plans, conducting educational presentations, and fostering relationships with plan sponsors and employees. Candidates should possess strong presentation skills and relevant financial licenses, with a competitive benefits package offered.

Salary

Base: Salary paid; Bonus: Incentive bonus available based on metrics; Benefits: Medical, dental, vision, 401(k) match up to 6%

Skills & Requirements

Must-have

  • Excellent presentation skills required
  • Series 7 or Series 66 license preferred
  • State insurance licenses required

Nice-to-have

  • Bilingual Spanish/English skills a plus
  • CFP or ChFC designation desirable
  • Experience in financial literacy meetings

Key Requirements

  • High school diploma or GED required
  • Bachelor's Degree preferred
  • Series 7, Series 66, and state licenses required

Work Rights

Not specified

Tailored Resume

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