Retirement Plan Consultant - Palm Beach, Fl

Corebridge Financial

Palm Beach, FL, United States
Conduct individual and group presentations
Educate employees regarding plan participation
Actively participate in benefit fairs
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 prioritizes the health, well-being, and work-life balance of our employees, offering a comprehensive benefits and wellness program.

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

  • Conduct individual and group presentations
  • Educate employees regarding plan participation
  • Actively participate in benefit fairs
  • Assist with targeted education campaigns

Nice-to-have

  • Client centered service
  • Breadth of product expertise
  • Deep distribution relationships
  • 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
  • Excellent presentation skills
  • Bilingual Spanish/English skills a plus

Work Rights

Not specified

Tailored Resume

Cover Letter