Retirement Plan Consultant

AIG

Retirement Plan Consultant assisting individuals with retirement savings through education and presentations for Corebridge Financial. Conducts meetings and ensures participant engagement and understanding of plan benefits.

Posted 5/19/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company 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). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial literacyfinancial educationplan featuresenrollment meetingseducation campaignsdeferral ratesbenefit fairsnew employee orientations

Soft Skills

presentation skillscommunication skillsinterpersonal skills

Certifications

Series 7Series 66state insurance licensesCFPChFC