Retirement Plan Consultant II - Pensacola, FL

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 required.
• 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.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.

Benefits

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.

Work Location

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

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit offerings include health and wellness, retirement savings, employee assistance program, matching charitable donations, volunteer time off, and paid time off.

Corebridge Values

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.