Remote Retirement Plan Advisor

Corebridge Financial, Inc.; Houston (TX); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

Benefits package

Company-provided technology

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the retirement savings plan. Role includes conducting enrollment and education meetings, participating in plan reviews, and travel within territory as needed.

Bonus opportunities exist based on plan metrics and client satisfaction. The role emphasizes presenting complex financial information clearly and may require Series 7/66 and state licenses.

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.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• 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.

Skills

Presentation skills

Bilingual Spanish/English

Education

Bachelor's degree preferred

High school diploma or GED required

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for the retirement savings plan. Role includes conducting enrollment and education meetings, participating in plan reviews, and travel within territory as needed.

Bonus opportunities exist based on plan metrics and client satisfaction. The role emphasizes presenting complex financial information clearly and may require Series 7/66 and state licenses.