Retirement Plan Consultant - Educate, Enroll & Grow Plan Assets

Corebridge Financial; Town of Florida (NY); On-site; USD 80,000 - 110,000; Full time

Job description

Who We Are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client‑centered service, breadth of product expertise, deep distribution relationships, and an outstanding team of hardworking and passionate employees.

Role Overview

The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on the achievement of pre‑defined plan metrics and client satisfaction ratings.

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 may be required for new plan enrollments depending on territory.

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and 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.

Compensation & Benefits

Salary paid position with bonus potential.

Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match.

Company‑provided technology, including equipment, helpdesk assistance, client management and financial planning tools.

Company‑paid E&O, licensing fees, continuing education and compliance support.

Additional Information

• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR.
• Candidate must not have made any disqualifying political contributions.

Benefits Offerings

• Health and Wellness: medical, dental, vision insurance plans and mental health support.
• Retirement Savings: U.S. 401(k) Plan with company match up to 6% of eligible pay and 3% company contribution.
• Employee Assistance Program: confidential counseling services and resources.
• Matching charitable donations: up to $5,000.
• Volunteer Time Off: up to 16 hours annually.
• Paid Time Off: at least 24 PTO days.

Equal Opportunity Employer

Corebridge Financial is an equal‑opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job‑related qualifications without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, age, veteran status, or any other protected characteristic. Corebridge also provides reasonable accommodations to applicants and employees as needed.