Retirement Plan Consultant - Burlington, MA

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.

• 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 employees regarding plan participation.

Travel dependent on your territory may be required for new plan enrollments.

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

• Competitive salary with bonus potential.
• Immediate access to medical, dental, vision, life insurance and 401(k) plan with company match.
• Company-provided technology and helpdesk assistance.
• Company-paid E&O, licensing fees, continuing education and compliance support.
• Paid time off: eligible employees start with at least 24 PTO days.
• Employee assistance program, mental health support, and wellness initiatives.
• Matching charitable donations up to $5,000.
• Volunteer time off: up to 16 hours annually.

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 its business, or that would create a conflict of interest.

Applicants who are 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.

Corebridge Financial, is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic.