Retirement Plan Consultant - Remote with Bonus Potential

Corebridge Financial; Mount Laurel Township (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Salary with bonus potential

Comprehensive benefits including 401(k

Company-paid licensing & education

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans. This role offers an incentive bonus opportunity based on plan metrics and client satisfaction ratings.

You will conduct enrollment meetings and financial education sessions, participate in benefit fairs, and support education campaigns to boost participation and deferral rates. Travel up to 25% may be required.

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 individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
• 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

Excellent presentation skills

Spanish/English bilingual

Education

Bachelor's Degree preferred

Series 7 and Series 66 licenses

State insurance licenses required

CFP or ChFC desirable

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees eligible for retirement savings plans. This role offers an incentive bonus opportunity based on plan metrics and client satisfaction ratings.

You will conduct enrollment meetings and financial education sessions, participate in benefit fairs, and support education campaigns to boost participation and deferral rates. Travel up to 25% may be required.