Retirement Plan Consultant II - Orlando, FL

Title

Retirement Plan Consultant (Defined Benefit Plans)

Retirement Plan Consultant will provide objective guidance 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.

• 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.

Remote.

May include up to 25% travel.

Qualified candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business or create a conflict of interest. Applicants will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Corebridge Financial is committed to being an equal opportunity employer and we comply 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 protected characteristics. Corebridge Financial is committed to reasonable accommodations for applicants and employees with disabilities or religious beliefs. We will consider qualified applicants with criminal histories in accordance with applicable law.