Retirement Plan Consultant - Austin,TX

Corebridge Financial • Austin, TX

2d • 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 financial education and plan information to support participation and asset growth. Compensation is salary-based, with bonus potential tied to factors such as predefined plan metrics and client satisfaction ratings. The position is designated as remote and may require up to 25% travel, including travel for new plan enrollments depending on the territory.

Requirements

• High school diploma or GED.
• Series 7 and Series 66 licenses are preferred; appropriate state insurance licenses are required.
• Excellent presentation skills.
• Candidates must not have political contributions that would disqualify them or Corebridge Financial from conducting business or otherwise create a conflict of interest. Selected candidates must disclose U.S. political contributions made by them and their household family members over the past two years.

Nice To Haves

• Bachelor's degree preferred.
• Series 7 and Series 66 licenses preferred.
• CFP, ChFC, or similar designation 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 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 plan 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, 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.
• 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 with confidential counseling services and resources.
• Matching charitable donations to tax-exempt organizations, 1:1 up to $5,000.
• Up to 16 hours of annual Volunteer Time Off.
• At least 24 Paid Time Off days for eligible employees.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED