Retirement Plan Consultant II - Tampa, FL

Apply for the Retirement Plan Consultant II - Tampa, FL position at Corebridge Financial
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At Corebridge Financial, we believe action is everything. Every day we partner with financial professionals and institutions to help people take action in their financial lives, today and tomorrow.

Our values are the core pillars that define our culture and bring our brand purpose to life:

• We are stronger as one:
  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 colleagues to make an impact and bring their whole selves to work.

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. 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 them regarding plan participation.
• Travel may be required for new plan enrollments.

• High school diploma or GED required;
  Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred and 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.

May include up to 25% travel.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR.

• Applicants must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay‑to‑play regulations, would disqualify the candidate or Corebridge Financial from conducting business, or create a conflict of interest.
• Applicants selected to move forward will be required to disclose all U.S. political contributions they and their household members have made over the past two years.

• Health and Wellness:
  Medical, dental, vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings:
  Competitive 401(k) Plan with up to 6% company match and 3% additional contribution, vesting immediately.
• Employee Assistance Program:
  Confidential counseling services and resources.
• Matching charitable donations:
  Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
• Volunteer Time Off:
  Up to 16 volunteer hours annually.
• Paid Time Off:
  At least 24 PTO days.

Corebridge Financial is committed to being an equal‑opportunity employer. All applicants will be considered 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. The Company complies with all fair employment practices regarding citizenship and immigration status. Corebridge provides reasonable accommodations to job applicants and employees with disabilities or sincerely held religious beliefs.

Corebridge Financial will consider qualified applicants with criminal histories, consistent with applicable law.

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