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Retirement Plan Consultant

Job not on LinkedIn

πŸ•’ March 24

βš”οΈ Virginia – Remote

infoinfo

⏰ Full Time

🟑 Mid-level

🟠 Senior

πŸ’Ό Consultant

πŸ—£οΈπŸ‡ͺπŸ‡Έ Spanish Required

Where this job comes from

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

First seen by Remote Rocketship March 24

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

Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 employees

πŸ’Έ Finance

πŸ›‘οΈ Insurance

πŸ”₯ Funding within the last year

πŸ’° $748.5M Post-IPO Debt on 2026-08

Finance β€’ 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.

πŸ“‹ Description

β€’ Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. β€’ 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. β€’ Actively participate in benefit fairs and new employee orientations. β€’ Participate in the annual plan review and financial education planning process. β€’ Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates β€’ Meet with participants and eligible employees to educate employees regarding plan participation. β€’ Travel dependent on your territory may be required for new plan enrollments.

🎯 Requirements

β€’ High school diploma or GED required; Bachelor's Degree preferred β€’ Series 7, Series 66 preferred and appropriate state insurance licenses required β€’ CFP, ChFC or similar designations desirable β€’ Must have excellent presentation skills β€’ Bilingual Spanish/English skills a plus

πŸ–οΈ Benefits

β€’ Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match β€’ Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools β€’ Company-paid E&O, licensing fees, continuing education and compliance support β€’ Employee Assistance Program: Confidential counseling services and resources are available to all employees. β€’ Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. β€’ 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. β€’ 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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