Retirement Plan Consultant Ii - Phoenix, Az

Corebridge Financial

Scottsdale, AZ, United States
Fully remote
Client satisfaction ratings
Individual and group presentations
Financial education meetings
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 is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws.

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

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

Nice-to-have

  • embrace different perspectives
  • challenge the status quo
  • act decisively for customers
  • empower each other
  • inclusive 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