Retirement Plan Consultant

Who You'll Work With

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. We love what we do, and we believe you will too.

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. Presentations include 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 dependent on your territory may be required for new plan enrollments.

To help you get started, we offer you the resources needed to build your own success:

This is a 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

Skills and 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

Work Location

This position is currently designated as remote.

Estimated Travel

May include up to 25% travel.

Compensation

The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions. In addition, we're proud to offer a range of competitive benefits.