Retirement Plan Consultant - Broward County, FL

Job Description

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.

Who You’ll Work With

Corebridge Financial is an industry‑leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not‑for‑profit institutions.

About the Role

The Retirement Plan Consultant will deliver education and outreach to plan participants, helping them understand and maximize plan benefits while driving engagement and participation.

Responsibilities

• 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.

Skills and Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7, Series 66 preferred and appropriate state insurance licenses required.
• CFP, Ch FC or similar designations desirable.
• Must have excellent presentation skills.
• Bilingual Spanish/English skills a plus.
• Work Location
• This position is currently designated as remote.
• Estimated Travel
• May include up to 25% travel.
• Benefit Offerings
• Health and Wellness: Medical, dental and vision insurance plans, mental health support and wellness initiatives.
• Retirement Savings: U. S. 401(k) plan with up to 6% company match and additional company contribution of 3%, vesting immediately.
• Employee Assistance Program: Confidential counseling services and resources.
• Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually.
• Paid Time Off: At least 24 PTO days for eligible employees.
• Compliance and Disclosures

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules.

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay‑to‑play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial.

Applicants who are selected to move forward with the application process will be required to disclose all U.

S. political contributions they and their household family members have made over the past two years.

Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws.

All applicants will be considered for employment 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.

The Company also complies with all fair employment practices regarding citizenship and immigration status.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.

If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to Talentand Inclusion@corebridgefinancial. com.

Reasonable accommodations will be determined on a case‑by‑case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

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