Remote Retirement Plan Consultant - Educate and Grow Plans

corebridgefinancial; Annapolis (MD); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health and Wellness

Retirement Savings with 401(k) match

Employee Assistance Program

Matching charitable donations

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. The role emphasizes education, enrollment meetings, and plan participation growth while aligning with company incentives and client satisfaction metrics.

Remote work is available, with occasional travel up to 25% to support plan enrollments and education campaigns across territories. The position includes a bonus potential and comprehensive benefits package.

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. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.

Skills

Presentation skills

Bilingual Spanish/English

Education

Bachelor's Degree preferred

High School diploma or GED required

Tools

Series 7

Series 66

State insurance licenses

CFP / ChFC desirable

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. The role emphasizes education, enrollment meetings, and plan participation growth while aligning with company incentives and client satisfaction metrics.

Remote work is available, with occasional travel up to 25% to support plan enrollments and education campaigns across territories. The position includes a bonus potential and comprehensive benefits package.