Remote Retirement Plan Consultant

corebridgefinancial; Austin (TX); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company match

Company-provided technology

E&O and licensing fee coverage

Continuing education support

Job summary

Corebridge Financial seeks a Retirement Plan Consultant for a remote role in the United States. You will deliver presentations on plan features, educate participants, and support education initiatives to boost participation and deferrals.

Responsibilities include group and individual sessions, benefit fairs, annual plan reviews, and coordination with Relationship Managers. Up to 25% travel may be required; compliance and accuracy are essential.

Qualifications

• High school diploma or GED required; a Bachelor's degree is preferred.
• Series 7 and Series 66 licenses are preferred; state insurance licenses are required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills are required.
• Bilingual Spanish/English is a plus.

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Assist with annual plan reviews and financial education planning.
• Support education campaigns to increase participation and deferral rates.
• Meet with participants and employees to educate on plan participation.
• Travel may be required up to 25%.

Skills

Presentation skills

Bilingual Spanish/English

Education

Bachelor's degree preferred

Series 7 license

Series 66 license

State insurance licenses required

CFP / ChFC desirable

Job description

Corebridge Financial seeks a Retirement Plan Consultant for a remote role in the United States. You will deliver presentations on plan features, educate participants, and support education initiatives to boost participation and deferrals.

Responsibilities include group and individual sessions, benefit fairs, annual plan reviews, and coordination with Relationship Managers. Up to 25% travel may be required; compliance and accuracy are essential.