Retirement Plan Consultant - NE Georgia

About Us

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 align to a set of values that are the core pillars defining our culture and helping 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.

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.

About The Role

The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An 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 them regarding plan participation.
• Travel dependent on your territory may be required for new plan enrollments.

To help you get started, we offer the resources needed to build your own success:

• This is a salary-paid position with bonus potential.
• Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
• Company-paid E&O, licensing fees, continuing education, and compliance support.

Requirements

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

Work Location

This position is currently designated as remote.

Schedule

Estimated travel may include up to 25%.

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: Employees may use up to 16 volunteer hours annually.
• Paid Time Off: Eligible employees start with at least 24 Paid Time Off (PTO) days.

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