Retirement Plan Advisor - Remote & Travel

Corebridge Financial; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) plan with company match

Company-provided technology and access

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees enrolled in retirement savings programs. A performance-based incentive bonus is available based on plan metrics and client satisfaction.

You will conduct enrollment and education sessions, participate in benefit fairs, and support campaigns to boost participation and deferral rates.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Series 7 and Series 66 preferred; appropriate state 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, to explain plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Assist with annual plan reviews and financial education planning.
• Support education campaigns to increase participation and deferral rates.
• Meet with participants to educate on plan participation.
• Travel up to 25% depending on territory.

Skills

Presentation skills

Spanish language ability

Education

High school diploma or GED

Bachelor’s degree preferred

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance aligned with plan sponsors and employees enrolled in retirement savings programs. A performance-based incentive bonus is available based on plan metrics and client satisfaction.

You will conduct enrollment and education sessions, participate in benefit fairs, and support campaigns to boost participation and deferral rates.