Job Overview
Location
Remote-IN
Job Type
Full-time
Category
Sales
Date Posted
May 2, 2026
Full Job Description
đź“‹ Description
- • The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for retirement savings plans, playing a key role in helping individuals take action in their financial lives through education and engagement.
- • Day to day, the consultant conducts individual and group presentations (in person or via video) on plan features, enrollment, age-based financial education, and financial literacy; participates in benefit fairs and new employee orientations; assists with annual plan reviews and targeted education campaigns; meets with participants to educate on plan participation; and may travel up to 25% of the time for new plan enrollments within their territory.
- • Corebridge Financial is an industry-leading provider of financial planning tools for employees in healthcare, higher education, K-12, government, and not-for-profit institutions, guided by values of collaboration, accountability, innovation, and inclusivity, with a mission to empower people to take action in their financial lives.
- • In this role, the consultant can develop expertise in retirement plan education, strengthen presentation and client engagement skills, earn performance-based bonuses, and grow professionally through company-paid licensing, continuing education, and compliance support, with potential to increase plan participation and deferral rates through targeted outreach.
🎯 Requirements
- • High school diploma or GED required; Bachelor’s Degree preferred
- • Series 7 and Series 66 licenses preferred; appropriate state insurance licenses required
- • Excellent presentation skills; bilingual Spanish/English skills a plus
- • CFP, ChFC or similar financial planning designations desirable
🏖️ Benefits
- • Competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) plan with company match
- • Company-paid E&O insurance, licensing fees, continuing education, and compliance support
- • Provided technology including equipment, helpdesk assistance, client management, and financial planning tools
- • Salary-paid position with bonus potential based on plan metrics and client satisfaction
- • Generous 401(k) company matching contribution (dollar-for-dollar up to 6% of eligible pay) plus 3% company contribution, both vesting immediately
- • Health and wellness programs, mental health support, Employee Assistance Program, 1:1 charitable donation matching up to $5,000, and up to 16 Volunteer Time Off hours annually
- • At least 24 Paid Time Off (PTO) days to start
Skills & Technologies
About Corebridge Financial, Inc.
Corebridge Financial, Inc. is a U.S. retirement services and life insurance company headquartered in Houston, Texas. Formed in 2022 via American International Group's (AIG) separation of its Life & Retirement business, it offers individual annuities, group retirement plans, mutual funds, and life insurance products. The company serves retail and institutional customers through independent distribution partners and affiliated advisors, managing approximately $300 billion in assets under management and administration as of 2023.
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