Retirement Plan Consultant II - Fort Worth, TX

The Variable Annuity Life Insurance Company; Addison (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) with match

Company-provided technology

Licensing fee coverage

E&O coverage

Continuing education support

Job summary

The Variable Annuity Life Insurance Company is seeking a Retirement Plan Consultant who will provide objective guidance aligned with plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on plan metrics and client satisfaction ratings.

Responsibilities include conducting enrollment meetings, educating participants, participating in benefit fairs, and supporting annual plan reviews.

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.
• 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.

Skills

Presentation skills

Bilingual Spanish/English

Series 7

Series 66

Insurance licenses

CFP/ChFC designation

Education

High school diploma or GED required

Bachelor's degree preferred

Tools

Client management tools

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.

We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.

We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Corebridge 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.

We’re passionate about excellence. Corebridge is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K‑12, government, and other not‑for‑profit institutions. We love what we do, and we believe you will too. We provide the support. You build the possibilities.

About the Role

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 factors including the achievement of pre‑defined plan metrics and will also be evaluated on client satisfaction ratings.

• 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.

To help you get started, we offer you the resources needed to build your own success:

• This is a 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.

What We Are Looking For

• 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.

Equal Opportunity Employer Statements

We are an Equal Opportunity Employer. It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At Corebridge, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case‑by‑case basis.

Corebridge Financial is committed to compliance with all fair employment practices regarding citizenship and immigration status. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.

Corebridge is also committed to respecting the religious beliefs of employees and offering reasonable accommodation for sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case‑by‑case basis.

Additional Information

Functional Area: SC – Sales Commission. Estimated Travel Percentage (%): Up to 25%. Relocation Provided: No. The Variable Annuity Life Insurance Company.