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Retirement Plan Consultant

Job not on LinkedIn

πŸ•’ September 9

🦬 Wyoming – Remote

infoinfo

⏰ Full Time

🟑 Mid-level

🟠 Senior

πŸ’Ό 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

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

🎯 Requirements

β€’ High school diploma or GED required β€’ Bachelor's Degree preferred β€’ Series 7 preferred β€’ Series 66 preferred β€’ Appropriate state insurance licenses required β€’ CFP, ChFC, or similar designations desirable β€’ Excellent presentation skills β€’ Bilingual Spanish/English skills a plus β€’ Must disclose U.S. political contributions made by the candidate and household family members over the past two years if selected to proceed β€’ Must not have political contributions that disqualify the candidate or Corebridge Financial under applicable pay-to-play rules β€’ Up to 25% travel may be required depending on territory

πŸ–οΈ Benefits

β€’ Incentive bonus opportunity based on achievement of pre-defined plan metrics and client satisfaction ratings β€’ Competitive benefits package with immediate access to medical, dental, vision, and life insurance β€’ 401(k) plan with company match β€’ Company-provided technology and equipment β€’ Helpdesk assistance β€’ Client management and financial planning tools β€’ Company-paid E&O, licensing fees, continuing education, and compliance support β€’ Mental health support and wellness initiatives β€’ 401(k) dollar-for-dollar company matching contribution up to 6% of eligible pay β€’ Company contribution equal to 3% of eligible pay to the 401(k) plan β€’ Immediate vesting of company retirement contributions β€’ Employee Assistance Program with confidential counseling services and resources β€’ Matching charitable donations 1:1 up to $5,000 β€’ Up to 16 volunteer hours annually β€’ At least 24 paid time off days for eligible employees

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