Retirement Plan Consultant - Memphis, TN

Corebridge Financial•Nashville, TN

4d•Remote

About The Position

The Retirement Plan Consultant provides objective guidance aligned with the needs of retirement plan sponsors and employees eligible for applicable retirement savings plans. The position supports plan participation and asset growth through participant education, presentations, and engagement with plan sponsors. Incentive bonus opportunities are based on factors including predefined plan metrics and client satisfaction ratings. This is a remote position, with travel potentially required depending on the territory, including for new plan enrollments. Estimated travel may be up to 25%.

Requirements

High school diploma or GED.
Appropriate state insurance licenses.
Excellent presentation skills.

Nice To Haves

Bachelor's degree.
Series 7 and Series 66 licenses.
CFP, ChFC, or similar designation.
Bilingual Spanish/English skills.

Responsibilities

Conduct individual and group presentations, in person or via video technology, to increase awareness of plan features and grow plan assets. Presentations may include enrollment meetings, age-based financial education meetings, and financial literacy meetings requested by plan sponsors or identified in the communication and education plan.
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 about plan participation.
Travel within the assigned territory as needed, including for new plan enrollments.

Benefits

Salary-paid position with bonus potential.
Competitive benefits package with immediate access to medical, dental, vision, and life insurance, and a 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.
Medical, dental, and vision insurance plans.
Mental health support and wellness initiatives.
401(k) matching contribution of up to 6% of eligible pay and a company contribution equal to 3% of eligible pay, subject to annual IRS limits and plan terms; company contributions vest immediately.
Employee Assistance Program with confidential counseling services and resources.
Matching charitable donations to tax-exempt organizations, 1:1 up to $5,000.
Up to 16 hours of volunteer time off annually.
At least 24 paid time off days for eligible employees.