Retirement Plan Consultant II - Brevard County, FL
Listed on 2025-12-30
-
Finance & Banking
Financial Consultant
Join to apply for the Retirement Plan Consultant II - Brevard County, FL role at Corebridge Financial
1 day ago Be among the first 25 applicants
Who We AreAt Corebridge Financial, we believe action is everything. That’s why 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.
CORE VALUES- 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. We love what we do, and we believe you will too.
We provide the support. You build the possibilities.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.
AboutThe Role
- 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.
- 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.
- 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.
It has been and will continue to be the policy of Corebridge Financial to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees with physical or mental disabilities.
WhyCorebridge?
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:
We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well‑being. - Retirement Savings:
We offer retirement benefits…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).