Senior Retirement Plan Consultant

Corebridge Financial, Inc.; Fort Worth (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Company-provided technology

Bonus potential

Medical/dental/vision insurance

401(k) with match

Job summary

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to educate plan sponsors and employees, deliver presentations, and engage in enrollment activities across client organizations.

You will participate in benefit fairs, support education campaigns, and travel as needed to grow plan participation and assets. A Bachelor’s degree and relevant licenses are required or preferred, with 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.
• 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

Presentation skills

Bilingual Spanish/English

Communication

Education

High school diploma or GED

Bachelor's Degree

Series 7

Series 66

State insurance licenses

CFP/ChFC designation desirable

Job description

Corebridge Financial, Inc. is seeking a Retirement Plan Consultant to educate plan sponsors and employees, deliver presentations, and engage in enrollment activities across client organizations.

You will participate in benefit fairs, support education campaigns, and travel as needed to grow plan participation and assets. A Bachelor’s degree and relevant licenses are required or preferred, with bilingual English/Spanish a plus.