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Corebridge Financial

Retirement Planning Consultant- Berkeley Heights, NJ

УдалённоUnited States только
Опубликовано
Роль
Продажи
Занятость
Полная занятость
Размер компании
Крупная
$60k–$70k/yr
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Доступно для: US only. Укажите, откуда вы работаете, чтобы проверить доступность.

Коротко по делу

Remote U.S.-based retirement plan consultant for employer-sponsored plans. Requires registrations/licenses (Series 7/66 and state insurance licenses preferred); bilingual Spanish a plus. Up to 25% travel in assigned NJ territory; compensation historically ~$60,000–$70,000 total (salary + commissions).

Ключевые навыки

retirement plan consultingretirement plan education

Обязательные навыки

presentation skillsfinancial planning toolsclient managementlicensing: state insurance licensesSeries 7Series 66state insurance licenses

Желательные навыки

CFPChFCbilingual Spanish/Englishbilingual Spanish

Обязательные языки

English

Желательные языки

Spanish

Чем предстоит заниматься

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

Что требуется

  • 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 comply with SEC Rule 206(4)-5 pay-to-play regulations; must not have disqualifying political contributions and will be required to disclose US political contributions for 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 must disclose U.S. political contributions from past two years.

Преимущества

  • Salary paid position with bonus potential (incentive bonus opportunity available)
  • 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)
  • 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
  • Company contribution equal to 3% of eligible pay and dollar-for-dollar match up to 6% (US 401(k) Plan); immediate vesting of Company contributions
  • Salary paid position with bonus potential
  • Employee Assistance Program
  • Volunteer Time Off up to 16 hours annually
  • Paid Time Off starting at least 24 days

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 ServicesКрупнаяcorebridgefinancial.com/

Что говорят о компании

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.
$60k–$70k/yr