Retirement Plan Consultant
Who we are
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’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. We love what we do, and we believe you will too.
About the role
- 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 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.
To help you get started, we offer you the resources needed to build your own success:
- This is a salary paid position with bonus potential.
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 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, 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.
We are an Equal Opportunity Employer.
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to being an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.
To learn more please visit: www.corebridgefinancial.com
Functional Area: SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
