Retirement Plan Consultant - Tallahassee, FL

Corebridge Financial; Tallahassee (FL); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Competitive benefits package

Health and wellness support

401(k) plan with match

Employee assistance program

Paid time off

Résumé du poste

Corebridge Financial is seeking a Retirement Plan Consultant in Tallahassee, Florida. The successful candidate will provide guidance aligned with the needs of plan sponsors and employees regarding retirement savings plans.

You will conduct individual and group presentations, participate in benefit fairs, and assist with educational campaigns to increase participation. A competitive salary with bonus potential and benefits package is offered.

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.

Responsabilités

• Conduct individual and group presentations to improve awareness of plan features.
• Participate in benefit fairs and new employee orientations.
• Assist Relationship Manager with targeted education campaigns.
• Meet with participants to educate them regarding plan participation.
• Travel may be required for new plan enrollments.

Connaissances

Excellent presentation skills

Bilingual Spanish/English

Formation

High school diploma or GED

Bachelor’s degree (preferred)

Series 7 and Series 66 (preferred)

CFP, ChFC or similar designations (desirable)

Description du poste

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.

We align to a set of values that are the core pillars of 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

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 client‑centered service, breadth of product expertise, deep distribution relationships, and an 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.

Role Overview

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 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 them regarding plan participation.
• Travel may be required for new plan enrollments depending on your territory.

Resources & Compensation

• This is a salary‑paid position with bonus potential.
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and a 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 and Series 66 preferred; appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business under 17 CFR 275.206(4)-5 or other federal or state pay‑to‑play regulations. Applicants selected to move forward will be required to disclose all U.S. political contributions they and household members have made over the past two years.

Benefit Offerings

• Health and wellness: medical, dental, vision, mental health support and wellness initiatives.
• Retirement savings: competitive 401(k) plan with up to 6% company matching plus a 3% additional contribution (vested immediately).
• Employee assistance program: confidential counseling services and resources.
• Matching charitable donations: Corebridge matches donations 1:1 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 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, citizenship or immigration status. We also provide reasonable accommodations to job applicants and employees on a case‑by‑case basis in accordance with applicable law. We will consider qualified applicants with criminal histories consistent with applicable law.

Contact & Additional Information

To learn more please visit: www.corebridgefinancial.com

Functional Area

SC – Sales Commission

Travel & Relocation

Estimated travel percentage: % (not specified). Relocation provided: No.

Company

Variable Annuity Life Insurance Company