Retirement Plan Consultant II

1 week ago


Boca Raton, Florida, United States Corebridge Financial Full time
Join Our Team as a Retirement Plan Consultant II

We're passionate about helping Americans plan for and enjoy a secure retirement. As a Retirement Plan Consultant II at Corebridge Financial, you'll play a critical role in providing objective guidance to plan sponsors and employees eligible for our retirement savings plans.

Key Responsibilities:
  • Conduct individual and group presentations to enhance awareness of plan features and grow plan assets.
  • Participate in benefit fairs and new employee orientations to educate employees about plan participation.
  • Assist in the annual plan review and financial education planning process to ensure plan sponsors and employees are informed and engaged.
  • Meet with participants and eligible employees to educate them about plan participation and benefits.
  • Travel to new plan enrollments as needed, with a minimum of 50% travel required during peak times.
What We Offer:
  • A salary-paid position with bonus potential.
  • A 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.
Requirements:
  • BA/BS preferred.
  • Series 7, Series 66 preferred and appropriate state insurance licenses required.
  • CFP, ChFC, or similar designations desirable.
  • Excellent presentation skills.
  • Bilingual Spanish/English skills a plus.

We are an Equal Opportunity Employer committed to diversity and inclusion. We believe that our people are our greatest asset, and we strive to create a workplace that values and respects individual perspectives.



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