Retirement Plan Consultant - Boston, Ma

Corebridge Financial Services

Boston, MA, United States
Client-centered service
Financial education meetings
Plan sponsor needs
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.

Skills & Requirements

Must-have

  • client-centered service
  • financial education meetings
  • plan sponsor needs
  • participant education
  • presentation skills

Nice-to-have

  • collaboration across enterprise
  • challenging the status quo
  • embracing different perspectives
  • client satisfaction ratings

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