Retirement Plan Consultant - Panama City, FL
AMERICAN GENERAL LIFE INS CO(9 months 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 grow plan assets. The role supports financial education, conduct presentations and enrollment meetings, and collaborates with relationship managers to execute communication and education plans. Incentive bonus potential is available based on plan metrics and client satisfaction.
Required Skills
- Presentation Skills
- Financial Education
- Client Meetings
- Relationship Management
- Plan Enrollment
- Communication
- Travel
- Bilingual Spanish
- Compliance
Qualifications
- High School Diploma or GED
- Bachelor's Degree (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
- State Insurance Licenses
- CFP (Preferred)
- ChFC (Preferred)
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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