Retirement Plan Consultant
Not Disclosed•Full-TimeRemote
location_onMemorial Circle, Augusta, Kennebec County, Maine, 04330, United States
Who We Are
At Corebridge Financial, we believe action is everything. Every day, we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars defining our culture:
- We are stronger as one: We collaborate across the enterprise, scale what works, and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other, and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.
About the Role
The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for applicable retirement savings plans. This role is designed to help you build your own success through comprehensive resources, including company-provided technology, client management tools, and financial planning platforms. You will have the opportunity to earn an incentive bonus based on the achievement of pre-defined plan metrics and client satisfaction ratings.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring they have the resources and flexibility needed to thrive. This includes a generous 401(k) match, paid time off, volunteer time off, and a matching charitable donation program.
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. We consider all applicants based on job-related qualifications 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.
We believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. We are committed to providing reasonable accommodations to job applicants and employees, including those needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you need an accommodation to search for a job opening or complete the application process, please contact TalentandInclusion@corebridgefinancial.com.
Compliance Notice
This role is deemed a "covered associate" under SEC Rule 206(4)-5 and other federal and state pay-to-play rules. Candidates must not have made political contributions that would disqualify them or Corebridge Financial from conducting business. Selected applicants will be required to disclose all U.S. political contributions made by themselves and their household family members over the past two years.
Work location
Work model: Remote
Memorial Circle, Augusta, Kennebec County, Maine, 04330, United States
Augusta, Maine
Key Responsibilities
- check_circleConduct individual and group presentations to improve awareness of plan features and grow plan assets
- check_circleActively participate in benefit fairs and new employee orientations
- check_circleMeet with participants and eligible employees to educate them regarding plan participation
- check_circleTravel up to 25% for new plan enrollments as required by territory
- check_circleAssist Relationship Managers with targeted education campaigns to increase participation and deferral rates
- check_circleParticipate in annual plan reviews and financial education planning processes
Requirements
- verifiedHigh school diploma or GED required
- verifiedBachelor's Degree preferred
- verifiedSeries 7 preferred
- verifiedSeries 66 preferred
- verifiedAppropriate state insurance licenses required
- verifiedCFP, ChFC or similar designations desirable
- verifiedExcellent presentation skills
- verifiedBilingual Spanish/English skills a plus
Nice to Have
Bachelor's Degree. Series 7 and Series 66 licenses. CFP, ChFC, or similar designations. Bilingual Spanish/English skills.
Benefits & Perks
check_circleMedical, dental, and vision insurance with immediate accesscheck_circle401(k) plan with dollar-for-dollar match up to 6% and 3% company contributioncheck_circleCompany-paid E&O, licensing fees, continuing education, and compliance supportcheck_circleEmployee Assistance Program with confidential counseling servicesCharitable donation matching up to $5,000 annually
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 66, CFP, CHFC, Spanish, English.
Education: High school diploma or GED required; Bachelor's Degree preferred.
Frequently asked questions about Retirement Plan Consultant at Corebridge Financial
What does a Retirement Plan Consultant at Corebridge Financial do?expand_more
A Retirement Plan Consultant at Corebridge Financial is responsible for the following: Conduct individual and group presentations to improve awareness of plan features and grow plan assets; Actively participate in benefit fairs and new employee orientations; Meet with participants and eligible employees to educate them regarding plan participation; and Travel up to 25% for new plan enrollments as required by territory.
What are the requirements for this Retirement Plan Consultant role?expand_more
To qualify for the Retirement Plan Consultant at Corebridge Financial position, applicants should have: High school diploma or GED required; Bachelor's Degree preferred; Series 7 preferred; Series 66 preferred; Appropriate state insurance licenses required; and CFP, ChFC or similar designations desirable.
Where is the Retirement Plan Consultant role at Corebridge Financial located?expand_more
Retirement Plan Consultant at Corebridge Financial is based in Memorial Circle, Augusta, Kennebec County, Maine, 04330, United States. This is a remote role.
Is this Retirement Plan Consultant job remote, hybrid, or on-site?expand_more
Corebridge Financial has listed this Retirement Plan Consultant role as remote.
How much experience is required for this Retirement Plan Consultant role?expand_more
Candidates for Retirement Plan Consultant at Corebridge Financial should have mid level.
What skills do you need for the Retirement Plan Consultant role at Corebridge Financial?expand_more
Key skills for Retirement Plan Consultant at Corebridge Financial include Series 7; Series 66; CFP; CHFC; Spanish; and English.
What education is required for Retirement Plan Consultant at Corebridge Financial?expand_more
Educational requirements for this role: High school diploma or GED required; and Bachelor's Degree preferred.
What category does the Retirement Plan Consultant role belong to?expand_more
Retirement Plan Consultant at Corebridge Financial is part of the accounting & finance job category on Recrutus.