Retirement Plan Advisor & Education Specialist

Corebridge Financial; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Company-provided technology

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to guide plan sponsors and employees toward informed, confident retirement choices. You will deliver presentations, educate participants, and support enrollment activities across multiple channels.

This is a salary-based role with bonus potential, offering a robust benefits package including health, dental, vision, 401(k) matching, and strong compliance support. Bilingual Spanish/English is a plus and series licenses are preferred.

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

Series 7

Series 66

Insurance licenses

CFP/ChFC desirable

Education

High school diploma or GED

Bachelor's degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to guide plan sponsors and employees toward informed, confident retirement choices. You will deliver presentations, educate participants, and support enrollment activities across multiple channels.

This is a salary-based role with bonus potential, offering a robust benefits package including health, dental, vision, 401(k) matching, and strong compliance support. Bilingual Spanish/English is a plus and series licenses are preferred.