Remote Retirement Plan Advisor

Corebridge Financial, Inc.

United States

Remote

USD 60,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Medical/Dental/Vision plans
401(k) with company match
Tech equipment and helpdesk support
Licensing and continuing education

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance for plan sponsors and employees. The role includes delivering presentations, educating participants, and supporting plan enrollment efforts. A strong background in financial planning, licenses, and client-facing skills is required.

This position is remote within the United States, with up to 25% travel. The role offers bonus potential, comprehensive benefits, and company-provided technology to support

Qualifications

  • Bachelor’s Degree preferred.
  • Series 7, Series 66 preferred and relevant 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 to explain plan features and grow plan assets.
  • Participate in benefit fairs and new employee orientations.
  • Assist in annual plan reviews and education planning.
  • Collaborate with Relationship Manager to increase participation and deferral rates.
  • Meet with participants to educate about plan participation.
  • Travel may be required for new plan enrollments.

Skills

Presentation skills
Licensed required
Series 7/66
Insurance licenses
CFP/ChFC desirable
Bilingual English/Spanish a plus

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 for plan sponsors and employees. The role includes delivering presentations, educating participants, and supporting plan enrollment efforts. A strong background in financial planning, licenses, and client-facing skills is required.

This position is remote within the United States, with up to 25% travel. The role offers bonus potential, comprehensive benefits, and company-provided technology to support

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