Retirement Plan Consultant II - Lubbock, TX

At Corebridge Financial, we believe action is everything. Every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We help people plan and take action to protect the future they envision and respond to life’s most difficult moments through life insurance, retirement, and institutional products offered via an extensive, multichannel distribution network.

About the Role

The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans. An incentive bonus opportunity is available based on predefined plan metrics and client satisfaction ratings.

• Conduct individual and group presentations (in-person or via video) to improve awareness of plan features and grow plan assets. Presentations include enrollment meetings, age-based financial education, and sophisticated financial literacy sessions as requested by the plan sponsor or determined by the 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 the 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 them regarding plan participation.
• Travel dependent on territory may be required for new plan enrollments.

Requirements

• High school diploma or GED required; Bachelor's Degree preferred.
• Series 7 and Series 66 preferred; appropriate state insurance licenses required.
• CFP, ChFC, or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

This role is deemed a “covered associate” under SEC Rule 206(4)-5. Candidates must not have made political contributions that would disqualify them or Corebridge Financial from conducting business or create a conflict of interest. Selected applicants will be required to disclose all U.S. political contributions made by them and their household family members over the past two years.

Benefits

• Health and Wellness: Medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a dollar-for-dollar Company match 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 to support community activities.
• 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.

Eligibility for and participation in employer-sponsored benefit plans and programs will be subject to applicable law, governing Plan documents, and Company policy.

Pay

This is a salaried position with bonus potential.

Schedule

Estimated travel: Up to 25%.