Remote Retirement Plan Consultant | Education & Growth

Corebridge Financial, Inc.; Annapolis, Northern (MD, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health and wellness benefits

Retirement savings options

401(k) match

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees.

The role offers an incentive bonus and emphasizes education, enrollment, and participant engagement across a remote, 25% travel-friendly territory. You will present to groups and individuals, support education campaigns, and collaborate with Relationship Managers to grow plan participation and assets.

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.
• 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

Presentation skills

Bilingual Spanish/English

Strong communication

Education

Bachelor's degree

High school diploma or GED

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees.

The role offers an incentive bonus and emphasizes education, enrollment, and participant engagement across a remote, 25% travel-friendly territory. You will present to groups and individuals, support education campaigns, and collaborate with Relationship Managers to grow plan participation and assets.