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Retirement Plan Consultant

🕒 Agosto 27

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

🗣️🇺🇸🇬🇧 Inglês obrigatório

De onde vem esta vaga

Publicada na página de carreiras da Corebridge Financial, não em um site de vagas

Vista pela primeira vez pelo Remote Rocketship Agosto 27

Ainda aberta no site da Corebridge Financial. Verificada 9 horas atrás.

Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 funcionários

💸 Finanças

🛡️ Seguros

🔥 Investimento no último ano

💰 $748.550.000 Post-IPO Debt em 2026-08

Finance • Insurance

A Corebridge Financial é uma empresa de serviços financeiros que oferece seguros de vida, anuidades, soluções para aposentadoria, gestão patrimonial e produtos de investimentos institucionais. A empresa oferece produtos para pessoas físicas (seguros de vida e anuidades), planos de aposentadoria para empregadores e organizações sem fins lucrativos, além de serviços para os mercados institucionais. A Corebridge também disponibiliza portais digitais para a gestão de apólices e contas de aposentadoria, recursos para profissionais financeiros e conteúdos de pesquisa e educação para participantes. A Corebridge Financial, Inc. é uma empresa listada publicamente na Bolsa de Valores de Nova York.

Descrição

• Provide objective retirement-plan guidance aligned with the needs of plan sponsors and eligible employees • Conduct individual and group presentations in person or via video technology • Deliver enrollment meetings, age-based financial education meetings and financial literacy meetings • Participate in benefit fairs and new employee orientations • Participate in annual plan reviews and financial education planning • Assist the Relationship Manager and/or District Vice President with targeted education campaigns • Increase plan participation, deferral rates and plan assets • Meet with participants and eligible employees to educate them about plan participation • Travel within the assigned territory for new plan enrollments as required

🎯 Requisitos

• High school diploma or GED required • Series 7 and Series 66 preferred • Appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Excellent presentation skills • Bilingual Spanish/English skills a plus • Must not have political contributions that would disqualify the candidate or Corebridge Financial under applicable pay-to-play rules • Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years

🏖️ Benefícios

• Incentive bonus opportunity based on achievement of pre-defined plan metrics and client satisfaction ratings • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools • Company-paid E&O, licensing fees, continuing education and compliance support • Medical, dental and vision insurance plans • Mental health support and wellness initiatives • 401(k) plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan • Immediate vesting of Company 401(k) contributions • Confidential counseling services and resources through the Employee Assistance Program • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually • At least 24 paid time off days for eligible employees

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