Senior Retirement Plan Advisor

Corebridge Financial, Inc.; Tampa (FL); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus potential

Medical benefits

401(k) match

Company equipment

Education support

Volunteer time off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees in eligible retirement savings plans. You will conduct presentations, support enrollment, and deliver financial education to participants.

The role is remote with up to 25% travel and requires Series 7/66 and applicable state insurance licenses; CFP/ChFC designations are preferred. A Bachelor's degree is preferred, bilingual English/Spanish a plus.

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.
• 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

Series 7

Series 66

CFP/ChFC

Presentation skills

Bilingual Spanish/English

Education

Bachelor's degree

Job description

Corebridge Financial is seeking a Retirement Plan Consultant to provide objective guidance to plan sponsors and employees in eligible retirement savings plans. You will conduct presentations, support enrollment, and deliver financial education to participants.

The role is remote with up to 25% travel and requires Series 7/66 and applicable state insurance licenses; CFP/ChFC designations are preferred. A Bachelor's degree is preferred, bilingual English/Spanish a plus.