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Retirement Plan Consultant - Boston, MA

Dormont Manufacturing Co

About the Role 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. Responsibilities Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets, including 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 as required for new plan enrollments in the territory. Qualifications 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. Benefits 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. Company-paid education and licensing fees, continuing education and compliance support. Paid Time Off: Eligible employees start with at least 24 PTO days. Volunteer Time Off: Employees may use up to 16 volunteer hours annually. Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000. Health and wellness programs including medical, dental, vision, and mental health support. Equal Opportunity Employer Corebridge is an equal opportunity employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. We comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job‑related qualifications without regard to any protected characteristic. We are committed to providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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 View email address on click.appcast.io. Reasonable accommodations will be determined on a case‑by‑case basis, in accordance with applicable law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. Functional Area: SC – Sales Commission Estimated Travel Percentage: Not specified. Relocation Provided: Not specified. The Variable Annuity Life Insurance Company. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 2 days ago
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