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Retirement Plan Consultant

Job not on LinkedIn

🕒 September 9

🇺🇸 United States – Remote

⏰ 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 September 9

Still open on Corebridge Financial's site. Checked 3 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

• 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 retirement 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 plan 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 U.S. political contributions made by the candidate and household family members over the past two years if selected to move forward • Up to 25% travel may be required depending on territory

🏖️ Benefits

• Incentive bonus opportunity based on achievement of predefined 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 • Medical, dental and vision insurance plans • Mental health support and wellness initiatives • U.S. 401(k) plan with dollar-for-dollar company matching contribution up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) plan • Immediate vesting of company 401(k) contributions • Confidential counseling services and resources through the Employee Assistance Program • Matching charitable donations 1:1 up to $5,000 • Up to 16 volunteer hours annually • At least 24 paid time off days for eligible employees

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