Retirement Plan Consultant - Augusta, Me

Corebridge Financial

Augusta, ME, United States
Fully remote
Individual and group presentations
Financial education meetings
Client satisfaction ratings
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

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

Nice-to-have

  • strong collaboration across enterprise
  • embrace different perspectives
  • challenge the status quo
  • act decisively for customers

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