Retirement Plan Advisor | Presentations & Enrollment Growth

corebridgefinancial; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Company-provided technology

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and employees. Expect enrollment meetings, financial education sessions, benefit fairs, and participation campaigns to be part of the daily responsibilities.

The role emphasizes client education, presentation excellence, and the ability to travel as needed. A strong mix of licenses and certifications enhances prospects in this dynamic retirement planning environment.

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.
• Travel dependent on your territory may be required for new plan enrollments.

Education

High school diploma or GED; Bachelor's Degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to deliver objective guidance aligned with plan sponsors and employees. Expect enrollment meetings, financial education sessions, benefit fairs, and participation campaigns to be part of the daily responsibilities.

The role emphasizes client education, presentation excellence, and the ability to travel as needed. A strong mix of licenses and certifications enhances prospects in this dynamic retirement planning environment.