Retirement Plan Advisor (Remote, Bonus Eligible)

corebridgefinancial; Albuquerque (NM); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Licensing fee support

Job summary

Corebridge Financial seeks a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees’ needs. An incentive bonus is available based on plan metrics and client satisfaction ratings.

The role involves conducting enrollment meetings, educational sessions, and participation education while supporting plan sponsors across multiple regions. Remote work is designated with travel as needed.

Qualifications

• Must have excellent presentation skills
• Bilingual Spanish/English skills a plus
• 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

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
• 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 VP with targeted education campaigns to increase participation and deferral rates
• Meet with participants and eligible employees to educate about plan participation.
• Travel dependent on territory may be required for new plan enrollments.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED required; Bachelor’s degree preferred

Series 7 & Series 66 licenses preferred

CFP / ChFC desirable

Tools

State insurance licenses required

Job description

Corebridge Financial seeks a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees’ needs. An incentive bonus is available based on plan metrics and client satisfaction ratings.

The role involves conducting enrollment meetings, educational sessions, and participation education while supporting plan sponsors across multiple regions. Remote work is designated with travel as needed.