Retirement Plan Consultant - Nashua, NH

The Variable Annuity Life Insurance Company; Nashua (NH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Licensing fees paid

Continuing education support

Employee assistance program

Volunteer Time Off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees. The role includes delivering presentations, participating in benefit fairs, and supporting education campaigns to boost participation and deferral rates.

Travel may be required for new enrollments based on territory. Qualifications include a high school diploma or GED (Bachelor’s preferred), Series 7/66 and state licenses, CFP/ChFC desirable, and strong presentation

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred; appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Responsibilities

• Conduct individual and group presentations to improve awareness of plan features and grow plan assets.
• Present enrollment meetings and financial education sessions as requested by the plan sponsor or education plan.
• Actively participate in benefit fairs and new employee orientations.
• Assist in annual plan review and financial education planning process.
• Support education campaigns to increase participation and deferral rates.

Skills

Presentation skills

Bilingual Spanish/English

Education

High school diploma or GED

Bachelor’s degree preferred

Job description

About the Role

The Retirement Plan Consultant provides objective guidance that aligns with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. The position involves delivering presentations, participating in benefit fairs and orientations, and supporting education campaigns to increase participation and deferral rates. Travel may be required for new plan enrollments depending on the territory.

Key Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets.
• Present enrollment meetings, age‑based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or according to the 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 the 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 them regarding plan participation.
• Travel to territories for new plan enrollments, as required.

Key Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred; appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Compensation & Benefits

• Competitive benefits package with immediate access to medical, dental, vision, life insurance and a 401(k) plan with company 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.
• Health and wellness programs, mental health support and wellness initiatives.
• Retirement savings options with generous company matching contributions.
• Employee Assistance Program with confidential counseling services.
• Matching charitable donations up to $5,000.
• Volunteer Time Off: up to 16 hours annually.
• Paid Time Off: at least 24 PTO days for eligible employees.

Equal Opportunity Employer

Corebridge Financial is 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. We invest in each employee, ensuring they are respected and valued for their unique perspectives. Corebridge is committed to providing reasonable accommodations to applicants and employees with physical or mental disabilities. If you require a reasonable accommodation, please email [e-mail] or [e-mail]. We will consider qualified applicants with criminal histories, consistent with applicable law.