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Retirement Plan Consultant - Leon County, FL

Retirement Plan Consultant - Leon County, FL

Corebridge FinancialTallahassee, FL, US
13 days ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Retirement Plan Consultant - Leon County, FL role at Corebridge Financial

Who We Are

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 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.
  • 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.

About Corebridge

Corebridge 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 life's difficult moments through our solutions and services. We provide a broad portfolio of life insurance, retirement and institutional products, offered through an extensive multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and an outstanding team of hardworking and passionate employees.

We're passionate about excellence. Corebridge 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. We love what we do, and we believe you will too.

We provide the support. You build the possibilities. The Retirement Plan Consultant 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 defined plan metrics and will also be evaluated on client satisfaction ratings.

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.
  • 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.
  • What We Offer

  • 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 We Are Looking For

  • 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
  • We are an Equal Opportunity Employer
  • It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in.

    This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, and other pay-to-play rules. Candidates for the role must not have made political contributions that would disqualify Corebridge Financial from conducting its business, or create a conflict of interest. Applicants who are selected will be required to disclose all U.S. political contributions they and their household members have made over the past two years.

    Why Corebridge

    At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program support employees both personally and professionally, ensuring they have the resources and flexibility needed to thrive.

    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 401(k) plan offers a generous company matching contribution up to 6% and a company contribution equal to 3% of eligible pay, vesting immediately.
  • Employee Assistance Program : Confidential counseling services and resources are available to all employees.
  • Matching charitable donations : Corebridge matches donations 1 : 1, up to $5,000.
  • Volunteer Time Off : Up to 16 hours annually to support community activities.
  • Paid Time Off : At least 24 PTO days for eligible employees.
  • Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan documents 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 laws. All applicants will be considered based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, 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. 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 providing reasonable accommodations to job applicants and employees, including accommodations for physical or mental disabilities or sincerely held religious beliefs. If you need a reasonable accommodation to search for a job opening or to complete any part of the application or hiring process, please email TalentandInclusion at corebridgefinancial dot com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable laws.

    We will consider qualified applicants with criminal histories, consistent with applicable law.

    To learn more please visit : www.corebridgefinancial.com

    Administrative Details

    Functional Area : SC - Sales Commission

    Estimated Travel Percentage : Up to 50%

    Relocation Provided : No

    The Variable Annuity Life Insurance Company

    Seniority level

  • Entry level
  • Employment type

  • Full-time
  • Job function

  • Finance and Sales
  • J-18808-Ljbffr

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