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About the Role

The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and client satisfaction ratings.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets.
• 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 them regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.

Requirements

• 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.
• Excellent presentation skills required.
• Bilingual Spanish/English skills a plus.
• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.
• 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.S. political contributions they and their household family members have made over the past two years.

Skills

• Presentation skills
• Bilingual Spanish/English

Location

• Remote

Work Type

• Remote
• Full-time

Education Level

• High school diploma or GED
• Bachelor's Degree preferred

Salary/Compensations

• $60,000-$70,000

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 E&O, licensing fees, continuing education and compliance support
• Health and Wellness: Medical, dental and vision insurance plans, mental health support and wellness initiatives.
• Retirement Savings: 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay.
• Employee Assistance Program: Confidential counseling services and resources.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually.
• Paid Time Off: At least 24 Paid Time Off (PTO) days.

About the Company

• At Corebridge Financial, we believe action is everything. 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.
• 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.
• At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
• To learn more please visit: www.corebridgefinancial.com

Equal Opportunity

• We are an Equal Opportunity Employer
• 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.
• Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
• 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.
• We will consider for employment qualified applicants with criminal histories, consistent with applicable law.