Retirement Plan Consultant II - Valdosta, GA
Listed on 2025-12-02
-
Finance & Banking
Financial Consultant
Overview
Join as a Retirement Plan Consultant II - Valdosta, GA at Corebridge Financial
. In this role you will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan, delivering presentations, enrollment support, and education.
- 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.
- 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.
This position is currently designated as remote.
Estimated TravelMay include up to 25% travel.
Benefits- This is a salary paid position with bonus potential.
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and a 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.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR. 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 Corebridge Financial.
Equal Opportunity EmployerCorebridge Financial, is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Corebridge Financial 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 need a reasonable accommodation in the application process, please contact Talentand Incl Corebridge Financial will consider qualified applicants with criminal histories in accordance with applicable law.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).