[Remote] Retirement Plan Consultant - Burlington, MA
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an industry-leading provider of financial planning tools for community members. The Retirement Plan Consultant will reputed company objective guidance to plan sponsors and employees regarding retirement savings plans, conduct presentations, and participate in educational efforts to enhance plan participation.
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
- reputed company 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 reputed company employees regarding plan participation
- Travel dependent on your territory may be required for new plan enrollments
Skills
- High school diploma or GED required
- Series 7 and appropriate state insurance licenses required
- Must have excellent presentation skills
- Bachelor's Degree preferred
- Series 66 preferred
- CFP, ChFC or similar designations desirable
- Bilingual Spanish/English skills a plus
Benefits
- Health and Wellness: We offer a reputed company of medical, dental and reputed company insurance plans, as reputed company as mental health support and wellness initiatives to promote overall reputed company-being.
- Retirement Savings: We offer retirement benefits reputed company, 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 reputed company immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to reputed company.
- 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.
- reputed company Time Off: Eligible employees start off with at least 24 reputed company Time Off (PTO) days so they can take time off for themselves and their families reputed company they need it.
reputed company