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Retirement Plan Consultant

🕒 Março 24

⚔️ Virginia – Remoto

infoinfo

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

🗣️🇺🇸🇬🇧 Inglês obrigatório

🗣️🇪🇸 Espanhol 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 Março 24

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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

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. • Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. • Actively participate in benefit fairs and new employee orientations. • Participate in the annual plan review and financial education planning process. • Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates • Meet with participants and eligible employees to educate employees regarding plan participation. • Travel dependent on your territory may be required for new plan enrollments.

🎯 Requisitos

• High school diploma or GED required; Bachelor's Degree preferred • Series 7, Series 66 preferred and appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Must have excellent presentation skills • Bilingual Spanish/English skills a plus

🏖️ Benefícios

• 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 • Employee Assistance Program: Confidential counseling services and resources are available to all employees. • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

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