Senior Retirement Plan Consultant — Remote

Corebridge Financial, Inc.; Orlando (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health and Wellness

401(k) plan with match

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial is seeking a Retirement Plan Consultant II for the Orlando, FL area to provide education and guidance on retirement savings programs. You will conduct presentations, enroll participants, and support plan education initiatives, working with a team including Relationship Managers.

The role requires strong presentation skills, relevant securities licenses, and desired CFP/ChFC designations. Travel up to 25–50% may be needed as part of client engagements.

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.

Skills

Series 7

Series 66

Licensing

CFP/ChFC desirable

Presentation skills

Bilingual Spanish/English

Education

Bachelor's degree

Job description

Corebridge Financial is seeking a Retirement Plan Consultant II for the Orlando, FL area to provide education and guidance on retirement savings programs. You will conduct presentations, enroll participants, and support plan education initiatives, working with a team including Relationship Managers.

The role requires strong presentation skills, relevant securities licenses, and desired CFP/ChFC designations. Travel up to 25–50% may be needed as part of client engagements.