Retirement Plan Consultant - NW GA

About the Role

The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.

An 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 Offerings

• Health and wellness: medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
• Retirement savings: competitive 401(k) plan with up to 6% company match and an additional 3% company contribution (subject to IRS limits and plan terms).

Contributions vest 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 to support community activities.
• Paid Time Off: eligible employees start with at least 24 PTO days.
• We are an 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.

The company is also committed to compliance 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 need a reasonable accommodation, 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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