About the Role
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and client satisfaction ratings.
Responsibilities
- Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the communication and education plan.
- 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 participation and deferral rates.
- Meet with participants and eligible employees to educate them regarding plan participation.
- Travel may be required for new plan enrollments depending on the territory.
Benefits and Compensation
- Salary paid position with bonus potential.
- 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.
- Paid time off: start with at least 24 PTO days.
- Volunteer time off: up to 16 hours annually.
- Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
Skills and Qualifications
- High school diploma or GED required; bachelor’s degree preferred.
- Series 7, Series 66 preferred; appropriate state insurance licenses required.
- CFP, ChFC or similar designations desirable.
- Excellent presentation skills.
- Bilingual Spanish/English a plus.
Work Location
- This position is currently designated as remote.
Estimated Travel
- May include up to 25% travel.
Compensation
The average total compensation historically ranges from $60,000 to $70,000, based on a combination of hourly pay, commissions and incentive bonus opportunities.
Equal Opportunity Employer
Corebridge Financial is committed to being an equal opportunity employer and complies 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, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. Corebridge Financial also complies with all fair employment practices regarding citizenship and immigration status.
Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees. If you need a reasonable accommodation to search for a job opening or complete any part of the application or hiring process, please send an email to
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