Retirement Plan Consultant - Indian River County, FL

Retirement Plan Consultant

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.

Compensation and Benefits

• This is a salary‑paid position with bonus potential.
• Competitive benefits package includes immediate access to medical, dental, vision, life insurance, and a 401(k) plan with company match.
• Company‑provided technology, equipment, helpdesk assistance, client management, and financial planning tools.
• Company‑paid education and compliance support.

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series 7 and Series 66 preferred; appropriate state insurance licenses required.
• CFP, Ch FC, or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills are a plus.

Benefits

• Health and wellness: medical, dental, vision insurance, mental health support, and wellness initiatives.
• Retirement savings: competitive 401(k) plan with up to 6% company match and 3% proportional match.
• Employee Assistance Program: confidential counseling services.
• Matching charitable donations: 1:1 up to $5,000.
• Volunteer time off: up to 16 hours annually.
• Paid time off: at least 24 PTO days for eligible employees.
• Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply 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.

The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability.

Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

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 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.

Eligibility for and participation in employer‑sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

• Functional Area: SC - Sales Commission
• Estimated Travel Percentage (%): Up to 50%
• Relocation Provided: No
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