Retirement Plan Consultant II - Jacksonville, FL
Who we are
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.
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.
- 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 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
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to being an Equal Opportunity Employer and its policies and procedures reflect this commitment.
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