Retirement Plan Consultant II - Tallahassee, FL

Retirement Plan Consultant II - Tallahassee, FL

At Corebridge Financial, we partner with financial professionals and institutions to empower more people to take action in their financial lives, today and tomorrow.

• 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 in healthcare, higher education, K‑12, government, and other not‑for‑profit institutions.

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 pre‑defined plan metrics and client satisfaction ratings.

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets.
• Actively participate in benefit fairs and new employee orientations.
• Participate in the annual plan review and financial education planning process.
• Assist the 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 as required for new plan enrollments (up to 25%).

• This is a salary‑paid position with bonus potential.
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and a 401(k) plan with match.
• Company‑provided technology, 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 and Series 66 preferred; 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.

May include up to 25% travel.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial under applicable federal or state rules. Applicants selected to move forward will be required to disclose all U.S. political contributions they and household members have made over the past two years.

• Health and Wellness:
  Medical, dental, vision insurance and mental health support.
• Retirement Savings: 401(k) plan with up to 9% company match.
• Employee Assistance Program:
  Confidential counseling services.
• Matching charitable donations: 1:1 up to $5,000.
• Volunteer Time Off:
  Up to 16 hours annually.
• Paid Time Off:
  Minimum 24 days.

Corebridge Financial complies with all applicable federal, state, and local fair employment laws. All applicants will be considered based on job‑related qualifications and without regard to protected characteristics. We are committed to providing reasonable accommodations for applicants and employees. For reasonable accommodation requests, please contact Talentand Incl