Remote Retirement Plan Consultant — Growth Bonus Eligible

Corebridge Financial; Greenbelt (MD); On-site; USD 60,000 - 70,000; Full time

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for retirement savings plans.

The role includes conducting individual and group presentations, educating on plan features, and supporting enrollment and deferral initiatives. Travel up to 25% may be required, with a strong emphasis on delivering clear, compliant guidance and exceptional client service.

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

Presentation skills

Bilingual Spanish/English

Education

Bachelor's Degree preferred

Series 7, Series 66 preferred

state insurance licenses required

CFP/ChFC or similar designations desirable

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees eligible for retirement savings plans.

The role includes conducting individual and group presentations, educating on plan features, and supporting enrollment and deferral initiatives. Travel up to 25% may be required, with a strong emphasis on delivering clear, compliant guidance and exceptional client service.