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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in benefits design, compliance, and implementation, with a strong focus on pension plans and client relationship management. Possesses excellent communication skills and the ability to drive client satisfaction while providing thought leadership in the retirement space.
Highest-signal resume keywords
Pension ExperienceERISA KnowledgeClient Relationship ManagementExcellent Communication SkillsFINRA SIE, Series 6 and 63
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefits DesignComplianceImplementationModelingStatistics
Soft Skills
Customer ServiceClient SatisfactionProblem Anticipation
Certifications & Qualifications
FINRA SIESeries 6Series 63CEBSASPA
Industry Keywords
Retirement PlansPlan AdministrationPlan SponsorLegislative UpdatesInvestment Overview
About the role
Key responsibilities & impact- Develop and maintain relationships with plan sponsors' executive management and administrative personnel
- Lead Annual Plan Reviews, including Plan Summary, Legislative Updates, Fund and Investment Overview, and Communication and Education history and opportunities
- Take a leading role in finalist presentations for regional clients
- Facilitate plan setup and ongoing plan administration
- Provide pension-related technical advice and consultation to internal and external clients
- Partner with Marketing Communications to coordinate and customize participant communications
- Apply modeling and statistics to identify solutions that drive positive client outcomes
- Maintain knowledge of current and emerging developments in the retirement space
- Drive client satisfaction and provide client references for business development
- Anticipate and fulfill external customer needs and potential problems
- Ensure Corebridge delivers on service and performance agreements
- Provide thought leadership to clients and the firm
- Represent the department on organizational projects and strategic initiatives
- Coordinate planning, implementation, and monitoring of special projects
- Develop institutional client case studies and client references annually
Requirements
What you’ll need- Minimum 10 years’ experience is preferred in areas of benefits design, compliance, and implementation
- Pension experience preferred
- Bachelor's Degree in Business, Finance or other related field
- Thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types
- Ability to deliver excellent customer service and customer retention
- Ability to continually meet and exceed Plan Sponsor and Participant goals
- Ability to manage multiple institutional client relationships independently
- Effectiveness in dealing with client organizations, especially top management
- Excellent oral and written communication skills, including the ability to present complex information
- FINRA SIE, Series 6 and 63 required
- Appropriate designation such as CEBS or ASPA preferred
Benefits
Comp & perks- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the 401(k) Plan
- Immediate vesting of Company retirement contributions
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually (Volunteer Time Off)
- At least 24 Paid Time Off (PTO) days for eligible employees
- Reasonable accommodations for applicants and employees
