Retirement Plan Consultant II

4 weeks ago

Boston, United States Corebridge Financial Full time

Who we are

Corebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

We’re passionate about excellence.

Corebridge 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.

We provide the support. You build the possibilities.

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 will also be evaluated on client satisfaction ratings.

About the role

Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to 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 applicable 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 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 employees regarding plan participation. Travel dependent on your territory may be required for new plan enrollments.

To help you get started, we offer you the resources needed to build your own success:

This is a 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

What we are looking for

High school diploma or GED required; Bachelor's Degree preferred Series 7, Series 66 preferred and appropriate state insurance licenses required CFP, ChFC or similar designations desirable Must have excellent presentation skills Bilingual Spanish/English skills a plus We are an Equal Opportunity Employer

It has been and will continue to be the policy of Corebridge, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At Corebridge, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

Corebridge is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to < Reasonable accommodations will be determined on a case-by-case basis.

#LI-SAFG #LI-LR1

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit:

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to . Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company

  • Retirement Plan Consultant

    7 days ago

    Boston, United States MASSMUTUAL Full time

    **The Opportunity** We’re seeking a Retirement Plan Consultant to join our team, where your ability to be agile and accountability will be key to your success. You’ll be the face of the Workplace Retirement Solutions, collaborating and supporting the General Agents and Advisors on a day-to-day basis. You will also work with key internal partners to help...

  • Retirement Plan Consultant II

    4 days ago

    Boston, Massachusetts, United States Corebridge Financial Full time

    Who we areCorebridge helps individuals make important decisions and plan for their future. We offer a wide range of life insurance, retirement, and institutional products through various channels. Our goal is to provide valuable solutions and services to create a better tomorrow for our clients with our dedicated team.About the company:Corebridge is a...

  • Consulting Analyst, Retirement Plans

    4 weeks ago

    Boston, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Consulting Analyst is responsible for...

  • Consulting Analyst, Retirement Plans

    4 weeks ago

    Boston, United States Fiducient Advisors Full time

    Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper. The Consulting Analyst is responsible for...

  • Project Manager, Implementation

    4 weeks ago

    Boston, United States Ascensus Full time

    Essential Functions . Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform. Identifies, creates, and executes efficient project timeline and client facing deliverables. Works with plan sponsors, internal/external consultants, and prior service providers...

  • Project Manager, Implementation

    3 weeks ago

    Boston, United States Ascensus Full time

    Essential Functions . Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform. Identifies, creates, and executes efficient project timeline and client facing deliverables. Works with plan sponsors, internal/external consultants, and prior service providers...

  • Senior Retirement Consultant

    2 months ago

    Boston, United States D.W. Simpson Full time

    Work Remote! Northeast Consulting client has an exciting opportunity for a Pension based Actuary. The ideal candidate would possess an FSA designation and 7+ years' experience with pension valuation, large accounts, and Pension Risk Transfer (PRT). Consulting background preferred. Captives experience would be a plus. Salary is flexible and will be...

  • Senior Retirement Consultant

    3 weeks ago

    Boston, United States D.W. Simpson Full time

    Work Remote! Northeast Consulting client has an exciting opportunity for a Pension based Actuary. The ideal candidate would possess an FSA designation and 7+ years' experience with pension valuation, large accounts, and Pension Risk Transfer (PRT). Consulting background preferred. Captives experience would be a plus. Salary is flexible and will be...

  • Product Marketing Consultant

    3 weeks ago

    Boston, United States MASSMUTUAL Full time

    **Product Marketing Consultant, Retirement Product Marketing** **Full-Time, (Hybrid) Boston or Spingfield MA office** **The Opportunity** **The Team** This role is part of the Product Marketing Strategy group that is responsible for crafting clear and compelling stories, and comprehensive omni-channel marketing campaigns to drive product sales by...

  • Product Marketing Consultant

    3 weeks ago

    Boston, United States MassMutual Full time

    Product Marketing Consultant, Retirement Product Marketing Full-Time, (Hybrid) Boston or Spingfield MA office The Opportunity As a Marketing Consultant, you will serve as a subject matter expert for omni-channel marketing campaign development and execution, and content creation for annuity, wealth and other MassMutual products. You will be instrumental in...

  • Behavioral Health EAP Consultant II

    4 weeks ago

    Boston, United States Elevance Health Full time

    Location: Within 50 miles of any Elevance Health Pulse Point Location Shift: Full time Weekends, evenings, and/or overnight schedule – No 1st shift The Behavioral Health EAP Consultant II is responsible for providing 24/7 Behavioral Health and Employee Assistance services to up to approximately 10 million lives. How you will make an impact: Supports...

  • Senior Planning

    4 weeks ago

    Boston, United States Dana-Farber Cancer Institute Full time

    Job ID: 39476 Location: 10 Brookline Place West, Brookline, MA 02445Category: Operations Employment Type: Full time Work Location: Hybrid: 2-3 days onsite/weekOverview The Senior Planning and Consulting Manager supports Institute leadership planning and decision-making regarding the company's most critical business issues and strategic priorities. The...

  • Financial Planning Consultant

    2 days ago

    Boston, United States MassMutual Full time

    The Opportunity As a Financial Planning Regional Consultant, you will be responsible for developing, maintaining, and strengthening relationships with new and existing Financial Advisors, Financial Planners, Financial Planning Directors, and Support Staff. The Impact In partnership with the Regional Director in the designated territory (Mid-Atlantic),you...

  • Retirement & Financial Benefits Program Manager

    4 weeks ago

    Boston, United States Veolia Full time

    Retirement & Financial Benefits Program Manager A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Retirement & Financial Benefits Program Manager

    3 weeks ago

    Boston, United States Veolia Group Full time

    Retirement & Financial Benefits Program Manager Full-time Contract Type: Standard About Veolia North America A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and...

  • Retirement & Financial Benefits Program Manager

    4 weeks ago

    Boston, United States Veolia Group Full time

    Retirement & Financial Benefits Program Manager Full-time Contract Type: Standard About Veolia North America A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and...

  • Project Engineer II

    4 weeks ago

    Boston, United States Boston Water and Sewer Commission Full time

    Residency Requirement: Employees must be Boston residents on their date of hire and for the duration of their employment subject to BWSC policies and collective bargaining agreements. Overview: Position Purpose : Performs complex planning engineering activities for the Commission, under the Planning Division. Responsible for applying engineering principles...

  • Project Engineer II

    3 weeks ago

    Boston, United States Boston Water and Sewer Commission Full time

    Residency Requirement: Employees must be Boston residents on their date of hire and for the duration of their employment subject to BWSC policies and collective bargaining agreements. Overview: Position Purpose : Performs complex planning engineering activities for the Commission, under the Planning Division. Responsible for applying engineering principles...

  • Retirement & Financial Benefits Program Manager

    1 week ago

    Boston, United States Veolia North America Full time

    Company Description About Veolia North America A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Avp, Financial Planning Consultant

    2 weeks ago

    Boston, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the...