Retirement Plan Consultant - West Palm Beach, FL

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 helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to life’s most difficult moments through the solutions and services we provide. This is achieved through our broad portfolio of life insurance, retirement, and institutional products, offered via an extensive, multichannel distribution network. We provide solutions for a brighter future through client-centered service, breadth of product expertise, deep distribution relationships, and an outstanding team of hardworking and passionate employees.

About The Role

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and 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.

Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and client satisfaction ratings.

Requirements

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

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business or create a conflict of interest. Applicants selected to move forward 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: Range of medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a 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: Up to 16 volunteer hours annually.
• Paid Time Off: Eligible employees start with at least 24 Paid Time Off (PTO) days.

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.