Corebridge Financial
Retirement Plan Consultant - Polk County, FL
FL-Winter Haven, USA · Exec
Sponsorship not specifiedDetected 64 days ago
CommunicationPublic Speaking
About the role
- 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.
Responsibilities
- 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.
- Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- We provide the support.
- You build the possibilities.
Requirements
- Must have excellent presentation skills
- Travel dependent on your territory may be required for new plan enrollments.
Nice to have
- High school diploma or GED required
- Bachelor's Degree preferred
- Series 7, Series 66 preferred and appropriate state insurance licenses required
- Bilingual Spanish/English skills a plus
Skills
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Compensation
- Participate in the annual plan review and financial education planning process.
Benefits
- Retirement Plan Consultant
- We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network.
- Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
- Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
- We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Company-paid E&O, licensing fees, continuing education and compliance support
Company info
- 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.
- We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- At Corebridge Financial, we believe action is everything.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
- Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make.
- We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide.
- We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
- We're passionate about excellence.
Visa & Work Authorization
- 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.
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This listing is sourced directly from Corebridge Financial's careers page and normalized into a canonical job model.