Retirement Plan Consultant - Jacksonville, FL

Corebridge Financial; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Immediate access to health insurance

401(k) plan with match

Company-provided technology

Paid Time Off: minimum 24 days

Volunteer Time Off: up to 16 hours annually

Job summary

Corebridge Financial in Jacksonville, Florida is seeking a Retirement Plan Consultant to conduct presentations and educate clients about retirement plans. The ideal candidate will have a high school diploma or GED, with a preference for a Bachelor's Degree, Series 7 and 66, and excellent presentation skills. Bilingual candidates are encouraged to apply. This role offers a competitive salary, bonuses, and a comprehensive benefits package, including health insurance and a 401(k) plan.

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 presentations to improve awareness of plan features and grow plan assets.
• Participate in benefit fairs and new employee orientations.
• Assist Relationship Manager with targeted education campaigns.
• Meet with participants to educate on plan participation.
• Travel may be required for new plan enrollments.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor's Degree preferred

Series 7 and Series 66 preferred

CFP, ChFC or similar designations

Job description

Retirement Plan Consultant

About the Role

• 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 your territory.

Compensation & Benefits

• 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.

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.

Compliance

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay‑to‑play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Benefits Offerings

• Health and Wellness: medical, dental, vision insurance, mental health support and wellness initiatives.
• Retirement Savings: 401(k) plan with up to 6% company matching and 3% company contribution.
• Employee Assistance Program: confidential counseling services.
• Matching charitable donations: up to $5,000 1:1.
• Volunteer Time Off: up to 16 hours annually.
• Paid Time Off: minimum 24 days.

Equal Opportunity Employer

Corebridge Financial is committed to being 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 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 Financial also complies with citizenship and immigration status fair employment practices and is committed to providing reasonable accommodations to applicants and employees with disabilities or sincerely held religious beliefs.