remote Full-time

Corebridge Financial is hiring a Retirement Plan Consultant - Augusta, GA

About the Role

Corebridge Financial is hiring a Retirement Plan Consultant to provide objective guidance aligned with the needs of retirement plan sponsors and employees. In this role, you will conduct educational presentations and meetings to improve plan awareness and grow plan assets.

What You'll Do

  • Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets.
  • Deliver enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings.
  • Actively participate in benefit fairs and new employee orientations.
  • Participate in the annual plan review and financial education planning process.
  • Assist the Relationship Manager and/or District Vice President with targeted education campaigns to increase plan participation and deferral rates.
  • Meet with participants and eligible employees to educate them regarding plan participation.
  • Travel as required for new plan enrollments, dependent on territory.

What We're Looking For

  • High school diploma or GED required.
  • Appropriate state insurance licenses required.

Nice to Have

  • Bachelor's Degree preferred.
  • Series 7 and Series 66 licenses preferred.
  • CFP, ChFC, or similar designations desirable.
  • Must have excellent presentation skills.
  • Bilingual Spanish/English skills a plus.

Benefits & Compensation

  • This is a salary paid position with bonus potential.
  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and a 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.
  • Retirement Savings: 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.
  • 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.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days.

Work Mode

This is a remote position based in Augusta, GA.

Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.

Required Skills
Retirement Plans401(k)403(b)457PensionClient ConsultingComplianceERISAFinancial ServicesRelationship ManagementCommunicationPresentation Skills
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About company
Corebridge Financial

Corebridge Financial partners with financial professionals and institutions to make it possible for more people to take action in their financial lives. The Corebridge Direct team is Top 6 in term life insurance sales and Top 12 in total life insurance issued.

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Job Details
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Posted a month ago