Retirement Plan Advisor & Participant Education

Corebridge Financial, Inc.; Town of Florida, Northern (NY, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan with match

E&O coverage

Licensing support

Continuing education

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and participants.

The role involves conducting in-person or virtual presentations to explain plan features and drive participation and assets, with travel as needed. The position offers bonus potential, a comprehensive benefits package including medical/dental/vision, a 401(k) match, and licensing/compliance support.

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.
• 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.

Skills

Presentation skills

Bilingual Spanish/English

Excellent communication

Education

Bachelor's degree preferred

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and participants.

The role involves conducting in-person or virtual presentations to explain plan features and drive participation and assets, with travel as needed. The position offers bonus potential, a comprehensive benefits package including medical/dental/vision, a 401(k) match, and licensing/compliance support.