Remote Retirement Plan Advisor – Florida

Corebridge Financial, Inc.; Fort Lauderdale (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Licensing fees reimbursed

Job summary

Corebridge Financial offers a Retirement Plan Consultant role in Broward County, FL. This remote position may require up to 25% travel to support plan sponsors and employees. A strong background in financial planning and employee education is essential.

The role emphasizes presenting plan features, educating participants, and supporting enrollment efforts, with a pathway to bonus based on defined plan metrics and client satisfaction.

Qualifications

• Must have excellent presentation and communication skills.
• Bilingual Spanish/English is a plus.
• Industry certifications (CFP/ChFC) or securities licenses are preferred.
• Bachelor's degree is preferred; high school diploma acceptable for consideration.

Responsibilities

• Conduct individual and group presentations, in person or via video, to explain plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Assist with annual plan review and financial education planning.
• Meet with participants to educate on plan participation and deferral options.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's degree preferred

CFP or ChFC desirable

Series 7

Series 66

State insurance licenses required

Job description

Corebridge Financial offers a Retirement Plan Consultant role in Broward County, FL. This remote position may require up to 25% travel to support plan sponsors and employees. A strong background in financial planning and employee education is essential.

The role emphasizes presenting plan features, educating participants, and supporting enrollment efforts, with a pathway to bonus based on defined plan metrics and client satisfaction.