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Corebridge Financial

Retirement Planning Consultant - Mount Laurel, NJ

RemoteUnited States only
Published
Role
Sales
Employment
Full-time
Company size
Enterprise
$60k–$70k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Remote Retirement Planning Consultant for Corebridge Financial supporting plan sponsors and participants; must have presentation skills and appropriate securities/state insurance licenses (Series 7/66 preferred). U.S. role (Mount Laurel, NJ) with up to 25% travel and bonus/commission opportunity. High school required (Bachelor's preferred); bilingual Spanish a plus.

Core skills

retirement plan education

Required skills

presentation skillsstate insurance licensesSeries 7Series 66

Optional skills

CFPChFC

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 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 (up to 25%).

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
  • Candidates must not have made disqualifying political contributions under SEC Rule 206(4)-5; selected applicants must disclose U.S. political contributions from the past two years

Benefits

  • Salary paid position with bonus potential (commissions)
  • 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
  • Matching charitable donations 1:1 up to $5,000
  • Volunteer Time Off: up to 16 volunteer hours annually
  • Paid Time Off: at least 24 PTO days to start
  • Employee Assistance Program (confidential counseling services)
  • 401(k) Plan: company match up to 6% and company contribution equal to 3% of eligible pay (vest immediately)

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/
$60k–$70k/yr