Remote Retirement Plan Consultant II — Educate & Grow Plan Assets

Corebridge Financial, Inc.; Oregon; Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Salary with bonus potential

Medical, dental, vision, life and 401k

Company-provided technology and help-d

E&O, licensing fees & compliance

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees, with incentive bonus based on plan metrics and client satisfaction.

You will conduct enrollment meetings, participate in benefit fairs, educate participants, and travel up to 25% as needed.

This remote position offers a comprehensive benefits package and opportunities for growth within a values-driven culture.

Qualifications

• Requires high school diploma or GED; bachelor’s degree preferred.
• Series 7, Series 66 licenses required and appropriate state licenses.
• 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

Series 7

Series 66

Licenses (insurance)

CFP/ChFC desirable

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree preferred

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees, with incentive bonus based on plan metrics and client satisfaction.

You will conduct enrollment meetings, participate in benefit fairs, educate participants, and travel up to 25% as needed.

This remote position offers a comprehensive benefits package and opportunities for growth within a values-driven culture.