Remote Retirement Plan Consultant II | Growth & Bonus

Corebridge Financial; Orlando (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with company match up to 6%

Company-provided technology

Licensing fees coverage

Paid Time Off 24 PTO days

Volunteer time off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance for plan sponsors and employees. The role involves conducting enrollment meetings, providing financial education, and supporting participation growth.

A remote work setup is offered with opportunities for travel across territories. Candidates should have a high school diploma or GED (Bachelor's preferred) and relevant licenses (Series 7/66, state insurance); CFP/ChFC designations are a plus.

Qualifications

• High school diploma or GED required; Bachelor's Degree preferred.
• Series 7 and Series 66 licenses 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

Education

High school diploma or GED

Bachelor's Degree

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance for plan sponsors and employees. The role involves conducting enrollment meetings, providing financial education, and supporting participation growth.

A remote work setup is offered with opportunities for travel across territories. Candidates should have a high school diploma or GED (Bachelor's preferred) and relevant licenses (Series 7/66, state insurance); CFP/ChFC designations are a plus.