Retirement Plan Consultant II - Dallas, TX

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.

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 may be required for new plan enrollments, depending on your territory.

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.

Benefits

• 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.
• 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 and 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.

Reasonable Accommodations

Corebridge Financial is committed to 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 need a reasonable accommodation, please email Talentand Inclusion@corebridgefinancial. com.

Accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

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