Retirement Plan Consultant - Pensacola, FL

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan with company match

Company-provided technology

Licensing fee coverage

Continuing education support

Employee assistance program

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to educate plan sponsors and employees about features, enrollment, and best practices for retirement savings. You will present at meetings, participate in benefit fairs, and support education campaigns to boost participation and deferral rates.

Ideal candidates hold Series 7/66 and insurance licenses; CFP/ChFC is a plus, with strong presentation skills and bilingual Spanish/English abilities.

Qualifications

• Series 7 and Series 66 licenses required; state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Strong presentation skills and bilingual Spanish/English a plus.

Responsibilities

• Present plan features in individual or group meetings.
• Attend benefit fairs and new employee orientations.
• Support annual plan reviews and financial education planning.
• Assist education campaigns to increase participation and deferral rates.
• Meet with participants to educate on plan participation.
• Travel within territory for new plan enrollments.

Skills

Excellent presentation skills

Bilingual Spanish/English

Education

Bachelor's Degree

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.

Our Values

• 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

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.

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.

What We Offer

• 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.

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.

Benefit Offerings

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well‑being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar‑for‑dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

We Are an 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. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or 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, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

Functional Area

SC - Sales Commission

Estimated Travel Percentage

Not specified

Relocation Provided

Not indicated