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Retirement Plan Consultant

Job not on LinkedIn

đź•’ August 27

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź’Ľ Consultant

🗣️🇪🇸 Spanish Required

Where this job comes from

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

First seen by Remote Rocketship August 27

Still open on Corebridge Financial's site. Checked 4 hours ago.

Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 employees

đź’¸ Finance

🛡️ Insurance

🔥 Funding within the last year

đź’° $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.

đź“‹ Description

• Provide objective guidance aligned with the needs of plan sponsors and eligible employees • Conduct individual and group presentations in person or via video technology • Improve awareness of plan features and grow plan assets • Deliver enrollment meetings, age-based financial education meetings and financial literacy meetings • Participate in benefit fairs and new employee orientations • Participate in annual plan reviews and financial education planning • Assist the Relationship Manager and/or District Vice President with targeted education campaigns • Increase participation and deferral rates • Meet with participants and eligible employees to educate them about plan participation • Travel within the assigned territory for new plan enrollments as required

🎯 Requirements

• 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 • Bilingual Spanish/English skills a plus • Must disclose all U.S. political contributions made by the candidate and household family members over the past two years if selected to move forward • Must not have made political contributions that would disqualify the candidate or Corebridge Financial under applicable pay-to-play rules

🏖️ Benefits

• Incentive bonus opportunity based on achievement of pre-defined plan metrics and client satisfaction ratings • 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 • Mental health support and wellness initiatives • 401(k) dollar-for-dollar Company matching contribution of up to 6% of eligible pay and Company contribution equal to 3% of eligible pay; contributions vest immediately • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually • At least 24 paid time off (PTO) days • Remote work designation • No relocation provided

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