Retirement Plan Consultant Ii - Lubbock, Tx

Corebridge Financial Services

Lubbock, TX, United States
Base: salary pyid position; bonus/equity: incentiv...
Individual and group presentations
Client satisfaction ratings
Increase participation and deferral rates
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 is available; Benefits: Competitive benefits package

Skills & Requirements

Must-have

  • individual and group presentations
  • client satisfaction ratings
  • increase participation and deferral rates
  • financial education planning process

Nice-to-have

  • client centered service
  • deep distribution relationships
  • hardworking and passionate employees
  • creative workplace

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