Retirement Plan Consultant

ConsultantConsultantFull TimeRemoteSeniorTeam 10,001+Since 1919H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

7 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Retirement Plan Consultant

AIG

• 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.

Job Requirements

  • 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

Benefits

  • 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
  • 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.

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