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Retirement Plan Consultant - Long reputed company, NY

100% remote Flexible hours Hiring now

Who We Are At reputed company, we reputed company action is everything. That’s why every day we partner with financial professionals and institutions to reputed company it possible for more people to take action in their financial lives, for today and reputed company. 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, reputed company each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get reputed company each day by challenging the status reputed company and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to reputed company an impact and bring their whole selves to work.

Who You'll Work With reputed company 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 reputed company do, and we reputed company you will too.

About the Role

The Retirement Plan Consultant will provide objective guidance that is reputed company 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.

Responsibilities

  • Conduct individual and group presentations, in person or reputed company 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.

To help you get started, we offer you the resources needed to build 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

Skills and Qualifications

  • 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

Work Location

  • This position is currently designated as remote.

Estimated Travel

  • May include up to 25% travel.

Compensation

The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits. #LI-SAFG #LI-LR1 This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or reputed company from conducting reputed company’s business, or that would otherwise create a conflict of interest for reputed company. Applicants who are selected to move reputed company with the application process will be required to disclose reputed company U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At reputed company, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to reputed company. 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 reputed company 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 reputed company 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 reputed company, is committed to being an equal opportunity employer and we reputed company with reputed company applicable federal, state, and local fair employment laws. reputed company applicants will be considered for employment based on job-reputed company qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national reputed company, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with reputed company fair employment practices regarding citizenship and immigration status. At reputed company, we reputed company 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. reputed company 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 reputed company 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 [email protected]. 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. To learn more please visit: www.corebridgefinancial.com Functional Area: SC - Sales Commission Estimated Travel Percentage (%): Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company Apply tot his job Apply To this Job

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