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Retirement Plan Consultant

Job not on LinkedIn

🕒 May 19

🐊 Florida – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

Where this job comes from

Posted on Corebridge Financial's careers page, not through a job board

First seen by Remote Rocketship May 19

Still open on Corebridge Financial's site. Checked 5 hours ago.

Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 employees

💸 Finance

🛡️ Insurance

🔥 Funding within the last year

💰 $748.5M Post-IPO Debt on 2026-08

Finance • Insurance

Corebridge Financial is a financial services company offering life insurance, annuities, retirement solutions, wealth management, and institutional investment products. The company provides products for individuals (life insurance, annuities), retirement plans for employers and non-profit organizations, and institutional markets services. Corebridge also offers digital portals for policy and retirement account management, resources for financial professionals, and research/education for participants. Corebridge Financial, Inc. is publicly listed on the New York Stock Exchange.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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 • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. • Employee Assistance Program: Confidential counseling services and resources are available to all employees. • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

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