Retirement Plan Consultant - Palm Beach, FL

corebridgefinancial; Town of Florida (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Salary with bonus potential

Full benefits package

Company-provided technology

Licensing & continuing education

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to guide sponsors and employees on retirement savings features and enrollment, delivering engaging presentations and educational sessions. You will support plan education efforts and help participants understand their options.

The role emphasizes event participation, collaboration with the Relationship Manager, and travel as needed; a strong communication background and bilingual Spanish skills are advantageous.

Qualifications

• Bachelor’s or GED required with relevant licenses or certifications.
• Excellent presentation and public speaking abilities.
• Bilingual Spanish/English is a plus and helpful for diverse client base.

Responsibilities

• Deliver individual and group presentations to explain plan features and enrollment options.
• Participate in benefit fairs and new employee orientations.
• Contribute to annual plan reviews and education planning.
• Support Relationship Manager with targeted education campaigns to boost participation.
• Meet with participants to discuss plan participation and deferral rates.
• Travel within territory may be required for new enrollments.

Skills

Presentation skills

Bilingual Spanish

Communication skills

Education

High School Diploma or GED

Bachelor's Degree preferred

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.

Who We Are

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.

Retirement Plan Consultant

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 outstanding team of hardworking and passionate employees.

We're passionate about excellence.

Corebridge Financial 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.

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.

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 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.

#LI-CBF

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules. 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.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical, dental and vision insu