Senior Retirement Plan Advisor

Corebridge Financial, Inc.

United States

Remote

USD 70,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k) with match

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to deliver in-person and virtual presentations that explain plan features and help grow plan assets.

You will educate sponsors and employees, participate in enrollment meetings, and support financial literacy initiatives within a healthcare, education, and nonprofit client base. This role requires strong presentation skills, relevant licenses, and a willingness to travel within your territory.

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 required.
  • Bilingual Spanish/English skills a plus.

Responsibilities

  • Conduct individual and group presentations in person or via video to explain plan features and grow assets.
  • Participate in benefit fairs and new employee orientations.
  • Assist with annual plan review and financial education planning.
  • Support education campaigns to increase participation and deferral rates.
  • Meet with participants to educate on plan participation.
  • Travel may be required based on territory for new enrollments.

Skills

Presentation skills
Bilingual Spanish/English

Education

High school diploma or GED
Bachelor's degree preferred

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to deliver in-person and virtual presentations that explain plan features and help grow plan assets.

You will educate sponsors and employees, participate in enrollment meetings, and support financial literacy initiatives within a healthcare, education, and nonprofit client base. This role requires strong presentation skills, relevant licenses, and a willingness to travel within your territory.

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