Retirement Plan Consultant II - Tampa, FL
AMERICAN GENERAL LIFE INS CO(1 month ago)
About this role
The Retirement Plan Consultant at Corebridge Financial provides objective guidance to plan sponsors and eligible employees about retirement savings plans, helping increase participation and plan assets. The role supports financial planning tools and works with institution partners to deliver education and enrollment services, with bonus potential tied to plan metrics and client satisfaction.
Required Skills
- Presentation
- Financial Education
- Enrollment Meetings
- Client Meetings
- Relationship Management
- Sales
- Compliance
- Bilingual Spanish
- Travel
- Retirement Plans
Qualifications
- High School Diploma or GED
- Bachelor's Degree (preferred)
- Series 7 (preferred)
- Series 66 (preferred)
- State Insurance License
- CFP (desired)
- ChFC (desired)
About AMERICAN GENERAL LIFE INS CO
americangeneraltermlife.comLife insurance from American General Life to help protect your loved ones financially. Request a free easy term life insurance quote online today!
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