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Corebridge Financial

Retirement Plan Consultant II - Kansas City, KS

RemoteUnited States only
Published
Role
Sales
Employment
Full-time
Company size
Enterprise
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote Retirement Plan Consultant for US markets (Kansas City territory). Requires presentation and client-facing skills, Series 7/66 and state insurance licenses preferred; bilingual Spanish a plus. Up to 25% travel; role subject to US pay-to-play screening.

Core skills

presentation skillsclient educationparticipant and plan sponsor education

Required skills

financial planning toolsclient managementSeries 7Series 66state insurance licenseslicensing: state insurance license

Optional skills

CFPChFCbilingual Spanish/EnglishSeries 7Series 66Spanish language (as a plus)

Required languages

English

Optional languages

Spanish

What you'll do

  • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
  • Present enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor.
  • 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.
  • Present enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested or determined by the communication and education plan.

What they require

  • 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
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and will be required to disclose U.S. political contributions made over the past two years
  • This role is deemed a “covered associate” under SEC Rule 206(4)-5; candidates must not have disqualifying political contributions and will be required to disclose U.S. political contributions for the past two years.

Benefits

  • Salary paid position with bonus potential
  • 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
  • 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (Company contributions vest immediately)
  • Employee Assistance Program (confidential counseling services)
  • Matching charitable donations 1:1, up to $5,000
  • Volunteer Time Off: up to 16 volunteer hours annually
  • Paid Time Off: eligible employees start with at least 24 PTO days
  • Salary paid position with bonus potential (incentive bonus opportunity available based on plan metrics and client satisfaction ratings)
  • Employee Assistance Program
  • Matching charitable donations 1:1 up to $5,000

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

Financial ServicesEnterprisecorebridgefinancial.com/

What people say about this company

2.9/ 5

  • Mixed employee satisfaction regarding management and leadership.
  • Some employees appreciate the work-life balance.
  • Concerns about communication and support from upper management.
Salary not disclosed