Retirement Plan Consultant - NE Georgia

Corebridge Financial•Atlanta, GA

13d•Remote

About The Position

The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for applicable retirement savings plans. The role delivers retirement-plan education and supports plan participation, deferral rates, and asset growth. Incentive bonus opportunity is available based on factors that include achievement of predefined plan metrics and client satisfaction ratings. The position is designated as remote and may involve travel of up to 25%, including travel for new plan enrollments depending on the territory.

Requirements

High school diploma or GED required.
Appropriate state insurance licenses required.
Excellent presentation skills.
Candidates must not have made political contributions that would disqualify them or Corebridge Financial under applicable pay-to-play rules or otherwise create a conflict of interest. Applicants advancing in the process must disclose U.S. political contributions made by themselves and household family members over the past two years.

Nice To Haves

Bachelor's degree preferred.
Series 7 and Series 66 preferred.
CFP, ChFC, or similar designations desirable.
Bilingual Spanish/English skills are a plus.

Responsibilities

Conduct individual and group presentations, in person or via video, to increase awareness of plan features and grow plan assets. Presentations may include enrollment meetings, age-based financial education, and financial literacy meetings requested by plan sponsors or identified in the applicable education plan.
Participate in benefit fairs and new employee orientations.
Participate in annual plan reviews and financial education planning.
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 about plan participation.
Travel for new plan enrollments as required by the territory.

Benefits

Competitive benefits package with immediate access to medical, dental, vision, life insurance, and a 401(k) plan with match.
Company-provided technology, equipment, helpdesk assistance, client management tools, and financial planning tools.
Company-paid errors and omissions insurance, licensing fees, continuing education, and compliance support.
Medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
U.S. 401(k) plan with dollar-for-dollar company matching contributions of up to 6% of eligible pay and an additional company contribution equal to 3% of eligible pay, subject to plan terms and annual IRS limits; company contributions vest immediately.
Employee assistance program offering confidential counseling and resources.
Matching charitable donations to tax-exempt organizations at a 1:1 rate, up to $5,000.
Up to 16 hours of annual volunteer time off.
Eligible employees start with at least 24 paid time off days.
Incentive bonus opportunity based on factors including predefined plan metrics and client satisfaction ratings.