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Corebridge Financial · 9 hours ago

Retirement Plan Consultant II - Reno, NV

Reno, NV

Full-time

Hybrid

Mid Level

Corebridge Financial is an industry-leading provider of financial planning tools for community members in various sectors. The Retirement Plan Consultant will provide objective guidance to plan sponsors and employees regarding retirement savings plans, conduct presentations, and participate in benefit fairs and orientations.

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

Qualification

Series 7Series 66CFPChFCBilingual Spanish/EnglishPresentation skills

Required

High school diploma or GED required

Series 7 and appropriate state insurance licenses required

Must have excellent presentation skills

Preferred

Bachelor's Degree preferred

Series 66 preferred

CFP, ChFC or similar designations desirable

Bilingual Spanish/English skills a plus

Benefits

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match

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.