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Corebridge Financial · 3 days ago

Retirement Plan Consultant - Salt Lake City, UT

Salt Lake City, UT

Full-time

Hybrid

Mid Level

Corebridge Financial is an industry-leading provider of financial planning tools. The Retirement Plan Consultant will provide objective guidance to plan sponsors and employees, conducting presentations and participating in benefit fairs to improve plan awareness and increase participation rates.

Financial ServicesInsuranceLife Insurance

Responsibilities

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