Corebridge Financial · 1 week ago
Retirement Plan Consultant - Boston, MA
Corebridge Financial is an industry-leading provider of financial planning tools and solutions. The Retirement Plan Consultant will provide objective guidance to plan sponsors and employees, conduct presentations to improve plan awareness, and assist in increasing participation rates.
FinanceProperty & Casualty InsuranceHealth InsuranceFinancial ServicesInsuranceLife Insurance
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
Qualification
Required
High school diploma or GED required
appropriate state insurance licenses required
Must have excellent presentation skills
Preferred
Bachelor's Degree preferred
Series 7, Series 66 preferred
CFP, ChFC or similar designations desirable
Bilingual Spanish/English skills a plus
Benefits
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.
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
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Company
Corebridge Financial
Life insurance and retirement solutions provider.
Funding
Current Stage
Public CompanyTotal Funding
$11BKey Investors
Nippon Life Insurance Company of Japan
2026-08-20Post Ipo Debt· $750M
2026-05-05Post Ipo Secondary
2026-03-26Acquired
Leadership Team
Kevin Hogan
Chief Executive Officer
Marc Costantini
President and Chief Executive Officer
Recent News
Morningstar.com
2026-09-01
Morningstar.com
2026-08-04
Company data provided by crunchbase