Retirement Plan Consultant -Albuquerque, NM

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 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.

Requirements

• 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.

Skills

• Excellent presentation skills.
• Ability to conduct individual and group presentations in person or via video technology.
• Experience in financial education and retirement planning.

Benefits

• Health and Wellness: Range of medical, dental, and vision insurance plans, as well as mental health support and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (vests immediately).
• Employee Assistance Program: Confidential counseling services and resources.
• Matching Charitable Donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually.
• Paid Time Off: Eligible employees start with at least 24 Paid Time Off (PTO) days.
• Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
• Company-paid E&O, licensing fees, continuing education, and compliance support.

Pay

This is a salary-paid position with bonus potential.

Schedule

This position is currently designated as remote. Estimated travel may include up to 25%.

This role is deemed a “covered associate” under SEC Rule 206(4)-5. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business under federal or state pay-to-play regulations. Applicants selected to move forward will be required to disclose all U.S. political contributions made by them and their household family members over the past two years.