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Retirement Plan Consultant

🕒 Setembro 9

🦬 Wyoming – Remoto

infoinfo

⏰ 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 Setembro 9

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 guidance aligned with the needs of plan sponsors and eligible employees • Conduct individual and group presentations in person or via video technology • Improve awareness of retirement plan features and grow plan assets • Deliver enrollment meetings and age-based and sophisticated 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 and deferral rates • Meet with participants and eligible employees to educate them about plan participation • Travel for new plan enrollments when required by the territory

🎯 Requisitos

• High school diploma or GED required • Bachelor's Degree preferred • Series 7 preferred • Series 66 preferred • Appropriate state insurance licenses required • CFP, ChFC, or similar designations desirable • Excellent presentation skills • Bilingual Spanish/English skills a plus • Must disclose U.S. political contributions made by the candidate and household family members over the past two years if selected to proceed • Must not have political contributions that disqualify the candidate or Corebridge Financial under applicable pay-to-play rules • Up to 25% travel may be required depending on territory

🏖️ 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, and life insurance • 401(k) plan with company match • Company-provided technology and equipment • Helpdesk assistance • Client management and financial planning tools • Company-paid E&O, licensing fees, continuing education, and compliance support • Mental health support and wellness initiatives • 401(k) dollar-for-dollar company matching contribution up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan • Immediate vesting of company retirement contributions • Employee Assistance Program with confidential counseling services and resources • 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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Desenvolvido por Lior Neu-ner. Adoraria receber seu feedback — entre em contato por DM ou pelo e-mail support@remoterocketship.com
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