Remote Retirement Plan Advisor - Educate & Grow Plan Assets

Corebridge Financial

Frostburg (MD)

On-site

USD 60,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) match
Charitable donations match
Volunteer time off
Paid time off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement plans. The role will include conducting presentations, participating in benefit fairs, and supporting education campaigns to boost participation and deferral rates.

The position is remote with up to 25% travel, offering a comprehensive benefits package, including medical, dental, vision, 401(k) with match, and company‑provided technology and support

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

Excellent presentation skills
Bilingual Spanish/English

Education

High School Diploma
Bachelor's Degree
Series 7
Series 66
CFP
ChFC

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement plans. The role will include conducting presentations, participating in benefit fairs, and supporting education campaigns to boost participation and deferral rates.

The position is remote with up to 25% travel, offering a comprehensive benefits package, including medical, dental, vision, 401(k) with match, and company‑provided technology and support

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