Retirement Plan Consultant - Burlington, MA

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.

Requirements

• A high school diploma or GED is required; a bachelor's degree is preferred.
• A Series 7, Series 66 license is preferred 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; Bachelor's Degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or similar designations desirable.

Benefits

• This is 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.

Work Location

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

Why Corebridge?

• We prioritize the health, well-being, and work-life balance of our employees.
• We offer a comprehensive benefits and wellness program, including health and wellness initiatives, retirement savings options, and employee assistance programs.
• We provide matching charitable donations and volunteer time off.
• We offer paid time off and a variety of programs and initiatives to support employees' personal and professional growth.

Corebridge Financial

• We are an equal opportunity employer.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and providing reasonable accommodations to job applicants and employees, including those with disabilities or sincerely held religious beliefs.
• We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
• We are committed to working with and