Retirement Plan Advisor — Present, Educate & Grow Assets

Corebridge Financial, Inc.; Florida; On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Health and Wellness

Retirement Savings plan with 401(k) +

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes conducting enrollment and education meetings, plus travel to client sites as needed.

The position offers bonus potential, a comprehensive benefits package, and access to company-provided technology and tools to support financial planning and client management.

Qualifications

• High school diploma or GED; Bachelor's Degree preferred.
• Series 7/66 licenses required or in progress; state insurance licenses required.
• CFP/ChFC desirable.
• Excellent presentation skills; bilingual a plus.

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features and 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.
• 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

Series 7

Series 66

Insurance licenses (state)

CFP/ChFC desirable

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees. The role includes conducting enrollment and education meetings, plus travel to client sites as needed.

The position offers bonus potential, a comprehensive benefits package, and access to company-provided technology and tools to support financial planning and client management.