Retirement Plan Consultant - Palm Beach, FL
Corebridge Financial, West Palm Beach, FL, United States
Overview
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life.
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.
About The Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to 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 employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
What We Are Looking For
High school diploma or GED required; Bachelor's Degree preferred
Series 7, Series 66 preferred and appropriate state insurance licenses required
CFP, ChFC or similar designations desirable
Must have excellent presentation skills
Bilingual Spanish/English skills a plus
Compensation and Benefits This is a salary paid position with bonus potential. Competitive benefits package with immediate access to medical, dental, vision, life insurance and 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.
Benefits Offerings Include
Health and Wellness: Medical, dental and vision insurance plans, mental health support and wellness initiatives.
Retirement Savings: 401(k) plan with company match up to 6% and company contribution up to 3% of eligible pay (subject to IRS limits). Contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: 1:1 match up to $5,000.
Volunteer Time Off: Up to 16 volunteer hours annually.
Paid Time Off: Eligible employees start with at least 24 PTO days.
Equal Opportunity Corebridge Financial is an Equal Opportunity Employer. We comply with all applicable federal, state, and local fair employment laws. All applicants will be considered based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We are committed to compliance with all fair employment practices regarding citizenship and immigration status. We value diversity and inclusion and invest in programs to ensure colleagues are respected as individuals and valued for their unique perspectives.
Accommodation and Eligibility Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees. If you need an accommodation to search for a job opening or complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable law. We will consider qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Additional Information
Functional Area: SC - Sales Commission
Estimated Travel Percentage: Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
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At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of values that are the core pillars that define our culture and help bring our brand purpose to life.
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.
About The Role The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to 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 employees regarding plan participation.
Travel dependent on your territory may be required for new plan enrollments.
What We Are Looking For
High school diploma or GED required; Bachelor's Degree preferred
Series 7, Series 66 preferred and appropriate state insurance licenses required
CFP, ChFC or similar designations desirable
Must have excellent presentation skills
Bilingual Spanish/English skills a plus
Compensation and Benefits This is a salary paid position with bonus potential. Competitive benefits package with immediate access to medical, dental, vision, life insurance and 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.
Benefits Offerings Include
Health and Wellness: Medical, dental and vision insurance plans, mental health support and wellness initiatives.
Retirement Savings: 401(k) plan with company match up to 6% and company contribution up to 3% of eligible pay (subject to IRS limits). Contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: 1:1 match up to $5,000.
Volunteer Time Off: Up to 16 volunteer hours annually.
Paid Time Off: Eligible employees start with at least 24 PTO days.
Equal Opportunity Corebridge Financial is an Equal Opportunity Employer. We comply with all applicable federal, state, and local fair employment laws. All applicants will be considered based on job-related qualifications without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We are committed to compliance with all fair employment practices regarding citizenship and immigration status. We value diversity and inclusion and invest in programs to ensure colleagues are respected as individuals and valued for their unique perspectives.
Accommodation and Eligibility Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees. If you need an accommodation to search for a job opening or complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable law. We will consider qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Additional Information
Functional Area: SC - Sales Commission
Estimated Travel Percentage: Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
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