Retirement Plan Consultant - Nashua, NH

The Variable Annuity Life Insurance Company; New Hampshire; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary with bonus potential

Health, dental, and vision insurance

Company-provided technology and assistance

24 PTO days

Employee assistance and wellness programs

Matching charitable donations up to $5,000

Volunteer time off up to 16 hours annually

Job summary

The Variable Annuity Life Insurance Company is hiring a Retirement Plan Consultant to provide guidance aligned with retirement savings plans. This remote role involves conducting presentations to educate employees about plan features and assist in achieving participation goals. Applicants should possess strong presentation skills and relevant financial qualifications.

Benefits include competitive salary, medical access, 24 PTO days, and matching charitable donations. Up to 25% travel may be required based on territory.

Qualifications

• High school diploma or GED and preferably a Bachelor's Degree.
• Series 7 and Series 66 are preferred with state insurance licenses.
• Desired designations include CFP, ChFC or similar.

Responsibilities

• Conduct individual and group presentations to improve plan awareness.
• Participate in benefit fairs and new employee orientations.
• Meet with participants to educate on plan participation.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

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

Job description

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.

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 dependent on your territory may be required for new plan enrollments.

Skills & 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.

Work Location

This position is currently designated as remote. Estimated travel may include up to 25% travel.

Benefits

• Competitive salary with bonus potential.
• Immediate access to medical, dental, vision, life insurance and 401(k) plan with company match.
• Company-provided technology and helpdesk assistance.
• Company-paid E&O, licensing fees, continuing education and compliance support.
• Paid time off: eligible employees start with at least 24 PTO days.
• Employee assistance program, mental health support, and wellness initiatives.
• Matching charitable donations up to $5,000.
• Volunteer time off: up to 16 hours annually.

Compliance

This role is deemed a “covered associate” under SEC Rule206(4)-5, 17CFR§275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting its business, or that would create a conflict of interest.

Applicants who are selected to move forward will be required to disclose all U.S. political contributions made by them and their household family members over the past two years.

Equal Opportunity Statement

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 identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.