Retirement Plan Consultant - Baltimore, MD

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 will also be evaluated on 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.
• Participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Aid in 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.

Qualifications

• A high school diploma or GED is required; a bachelor's degree is preferred.
• A Series 7, Series 66, and appropriate state insurance licenses are required.
• A CFP, ChFC, or similar designation is desirable.
• Excellent presentation skills are necessary.
• Bilingual Spanish/English skills are a plus.

Skills

• High school diploma or GED required.
• 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.

Benefits

• This is a salary paid position with bonus potential.
• A 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.

Pay & Schedule

• The average total compensation for this role historically has ranged from $60,000-$70,000, based on a combination of hourly pay, plus commissions.
• Estimated Travel May include up to 25% travel.

Benefits

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers 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 (subject to annual IRS limits and Plan terms).
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Equal Opportunity Employer

We are an Equal Opportunity Employer and committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and 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.