Retirement Plan Consultant II - Kansas City, MO
Retirement Plan Consultant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Corebridge
Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
The Retirement Plan
Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. 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. Participate in the annual plan review and financial education planning process. Travel dependent on your territory may be required for new plan enrollments.
To help you get started, we offer you the resources needed to build your own success: This is a salary paid position with bonus potential 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 High school diploma or GED required; Bachelor's Degree preferred Bilingual Spanish/English skills a plus This position is currently designated as remote.
Estimated Travel: ~ May include up to 25% travel. 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 from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees.
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.
These
Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees. 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. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
Corebridge
Financial, is committed to being an equal opportunity employer and we comply 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, 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.
At Corebridge
Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability.
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 believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.Corebridge Financial
