Retirement Plan Consultant II
Not Disclosed•Full-TimeRemote
location_onScottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, 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. The position offers a salary with bonus potential based on 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 competitive 401(k) plan with immediate vesting, generous 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. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation, please send an email to TalentandInclusion@corebridgefinancial.com.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
Important 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 for the role must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business. Applicants selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
For more information, please visit www.corebridgefinancial.com.
Work location
Work model: Remote
Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States
Scottsdale, Arizona
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_circleParticipate in the annual plan review and financial education planning process
- check_circleAssist Relationship Manager with targeted education campaigns to increase participation and deferral rates
- 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
Requirements
- verifiedHigh school diploma or GED required
- verifiedBachelor's Degree preferred
- verifiedSeries 7, Series 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. CFP, ChFC or similar designations. Bilingual Spanish/English skills.
Benefits & Perks
check_circleMedical, dental, and vision insurancecheck_circleLife insurancecheck_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 supportEmployee Assistance Program with confidential counseling services
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 II at Corebridge Financial
What does a Retirement Plan Consultant II at Corebridge Financial do?expand_more
In this Retirement Plan Consultant II at Corebridge Financial role, you will conduct individual and group presentations to improve awareness of plan features and grow plan assets; actively participate in benefit fairs and new employee orientations; participate in the annual plan review and financial education planning process; and assist relationship manager with targeted education campaigns to increase participation and deferral rates.
What are the requirements for this Retirement Plan Consultant II role?expand_more
To qualify for the Retirement Plan Consultant II at Corebridge Financial position, applicants should have: 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; and Excellent presentation skills.
Where is the Retirement Plan Consultant II role at Corebridge Financial located?expand_more
Retirement Plan Consultant II at Corebridge Financial is based in Scottsdales Dentist, 8440, East McDonald Drive, Scottsdale, Maricopa County, Arizona, 85250, United States. This is a remote role.
Is this Retirement Plan Consultant II job remote, hybrid, or on-site?expand_more
Corebridge Financial has listed this Retirement Plan Consultant II role as remote.
How much experience is required for this Retirement Plan Consultant II role?expand_more
Candidates for Retirement Plan Consultant II at Corebridge Financial should have mid level.
What skills do you need for the Retirement Plan Consultant II role at Corebridge Financial?expand_more
Key skills for Retirement Plan Consultant II at Corebridge Financial include Series 7; Series 66; CFP; CHFC; Spanish; and English.
What education is required for Retirement Plan Consultant II 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 II role belong to?expand_more
Retirement Plan Consultant II at Corebridge Financial is part of the accounting & finance job category on Recrutus.