Corebridge Financial
Retirement Plan Consultant - Fairfield, CT
Corebridge Financial, Wilton, Connecticut, us, 06897
Overview
Be among the first 25 applicants. Corebridge Financial is an industry-leading provider of financial planning tools for community members in healthcare, higher education, K-12, government, and other not-for-profit institutions. We partner with financial professionals and institutions to help people act on their financial lives today and tomorrow. Who You'll Work With: Corebridge Financial supports customers as we deliver value across the enterprise and empower our teams to make an impact. 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 predefined plan metrics and client satisfaction ratings. Responsibilities
Conduct individual and group presentations, in person or via video, to raise awareness of plan features and grow plan assets. Presentations include enrollment meetings, age-based financial education, and sophisticated financial literacy meetings as requested by the plan sponsor or defined by the communication and education plan. Actively participate in benefits 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 territory may be required for new plan enrollments. To help you get started, we offer resources to support your success: This is a salary-paid position with bonus potential Competitive benefits package with 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 Skills And Qualifications
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 Excellent presentation skills Bilingual Spanish/English skills a plus Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. Compliance
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, and related pay-to-play rules. Candidates must not have made political contributions that would disqualify the candidate or Corebridge Financial from conducting business. Applicants will be required to disclose all U.S. political contributions over the past two years. Benefits and Equal Opportunity
Health and Wellness: medical, dental and vision coverage, mental health support and wellness initiatives Retirement Savings: 401(k) match up to 6% and company contribution up to 3% (vest immediately in the U.S.) Employee Assistance Program: confidential counseling and resources Matching charitable donations: 1:1 up to $5,000 Volunteer Time Off: up to 16 hours annually Paid Time Off: at least 24 PTO days to start Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan documents and Company policy. We are an Equal Opportunity Employer. Corebridge Financial complies with all federal, state, and local fair employment laws. We consider applicants based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We are committed to diversity, inclusion and providing reasonable accommodations during the hiring process. If you need an accommodation, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis. We will consider qualified applicants with criminal histories in a manner consistent with applicable laws. For more information, visit: www.corebridgefinancial.com Estimated Travel Percentage: Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr
Be among the first 25 applicants. Corebridge Financial is an industry-leading provider of financial planning tools for community members in healthcare, higher education, K-12, government, and other not-for-profit institutions. We partner with financial professionals and institutions to help people act on their financial lives today and tomorrow. Who You'll Work With: Corebridge Financial supports customers as we deliver value across the enterprise and empower our teams to make an impact. 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 predefined plan metrics and client satisfaction ratings. Responsibilities
Conduct individual and group presentations, in person or via video, to raise awareness of plan features and grow plan assets. Presentations include enrollment meetings, age-based financial education, and sophisticated financial literacy meetings as requested by the plan sponsor or defined by the communication and education plan. Actively participate in benefits 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 territory may be required for new plan enrollments. To help you get started, we offer resources to support your success: This is a salary-paid position with bonus potential Competitive benefits package with 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 Skills And Qualifications
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 Excellent presentation skills Bilingual Spanish/English skills a plus Work Location
This position is currently designated as remote. Estimated Travel
May include up to 25% travel. Compliance
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, and related pay-to-play rules. Candidates must not have made political contributions that would disqualify the candidate or Corebridge Financial from conducting business. Applicants will be required to disclose all U.S. political contributions over the past two years. Benefits and Equal Opportunity
Health and Wellness: medical, dental and vision coverage, mental health support and wellness initiatives Retirement Savings: 401(k) match up to 6% and company contribution up to 3% (vest immediately in the U.S.) Employee Assistance Program: confidential counseling and resources Matching charitable donations: 1:1 up to $5,000 Volunteer Time Off: up to 16 hours annually Paid Time Off: at least 24 PTO days to start Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan documents and Company policy. We are an Equal Opportunity Employer. Corebridge Financial complies with all federal, state, and local fair employment laws. We consider applicants based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We are committed to diversity, inclusion and providing reasonable accommodations during the hiring process. If you need an accommodation, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis. We will consider qualified applicants with criminal histories in a manner consistent with applicable laws. For more information, visit: www.corebridgefinancial.com Estimated Travel Percentage: Up to 25% Relocation Provided: No The Variable Annuity Life Insurance Company Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr