Remote Retirement Planning Consultant II — Bonus Eligible

corebridgefinancial

Greensboro (NC)

Remote

USD 60,000 - 90,000

Full time

6 days ago
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Benefits offered by this job

Health insurance
401(k) with company match
Employee Assistance Program
Charitable donations matching
Volunteer Time Off
Paid Time Off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes delivering presentations, participating in education campaigns, and supporting plan reviews. A bonus is possible based on metrics and client satisfaction.

The position requires licenses (Series 7/66, state licenses) or designations (CFP/ChFC) with strong presentation skills. Remote work is available; travel up to 25% may be needed.

Qualifications

  • Series 7, Series 66 licenses required or preferred.
  • Licensing and CFP/ChFC designations desirable.
  • Bachelor's degree preferred; HS diploma acceptable.
  • Excellent presentation skills are essential.
  • Bilingual Spanish/English is a plus.

Responsibilities

  • Conduct individual and group presentations to educate on plan features and grow plan assets.
  • Participate in benefit fairs and new employee orientations.
  • Contribute to annual plan review and financial education planning.
  • Support Education campaigns to increase participation and deferral rates.
  • Educate participants and employees on plan participation.
  • Travel may be required depending on territory.

Skills

Series 7
Series 66
State licenses
CFP
ChFC
Presentation skills
Bilingual Spanish/English

Education

Bachelor's Degree
High school diploma or GED

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes delivering presentations, participating in education campaigns, and supporting plan reviews. A bonus is possible based on metrics and client satisfaction.

The position requires licenses (Series 7/66, state licenses) or designations (CFP/ChFC) with strong presentation skills. Remote work is available; travel up to 25% may be needed.

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