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Retirement Plan Consultant - Medford, OR
Retirement Plan Consultant - Medford, ORCorebridge Financial • Medford, OR, US
Retirement Plan Consultant - Medford, OR

Retirement Plan Consultant - Medford, OR

Corebridge Financial • Medford, OR, US
30+ days ago
Job type
  • Full-time
Job description

Retirement Plan Consultant

Corebridge Financial has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are 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. We love what we do, and we think you will too.

We provide the support. You create the possibilities.

The Retirement Plan Consultant II will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. 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.

What you'll do as a Retirement Plan Consultant II :

  • Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets. Presentations include : enrollment meetings, age-based financial education meetings, and basic and advanced 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 will be required for new plan enrollments as needed. Must be able to travel 50% or more during peak times of the day.

To help you get started, we offer you the resources needed to create your own success :

  • This is a 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
  • What skills you will use :

  • BA / BS preferred
  • Series 6 or 7, Series 63, 65 or 66 preferred and appropriate state insurance licenses required
  • Must have excellent presentation skills
  • Bilingual Spanish / English skills a plus
  • Benefit Offerings Include :

  • Health and Wellness : 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.
  • Retirement Savings : We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program : Confidential counseling services and resources are available to all employees.
  • Matching charitable donations : Corebridge matches donations to tax-exempt organizations 1 : 1, up to $5,000.
  • Volunteer Time Off : Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off : Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
  • Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

    We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

    Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

    Functional Area : SC - Sales Commission Estimated Travel Percentage (%) : Up to 25% Relocation Provided : No The Variable Annuity Life Insurance Company

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    Retirement Plan Consultant • Medford, OR, US

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