Retirement Plan Consultant - Boston, MA

Who We Are

Corebridge Financial brings financial planning tools to community members who work in healthcare, higher education, K‑12, government, and other not‑for‑profit institutions, helping them plan and protect the future they envision.

About the Role

The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and eligible employees for the applicable retirement savings plan. Incentive bonus opportunity is available based on pre‑defined plan metrics and client satisfaction ratings.

Responsibilities

• Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and grow plan assets.
• Lead enrollment meetings, age‑based financial education meetings, and advanced financial literacy meetings as requested by the plan sponsor.
• 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 them regarding plan participation.
• Travel may be required for new plan enrollments, depending on territory.

Qualifications

• High school diploma or GED required; Bachelor’s Degree preferred.
• Series7, Series66 preferred and appropriate state insurance licenses required.
• CFP, ChFC or similar designations desirable.
• Excellent presentation skills.
• Bilingual Spanish/English skills a plus.
• This role is deemed a “covered associate” under SEC Rule206(4)(b) and related regulations.

Benefits

• Competitive salary with bonus potential.
• Immediate access to medical, dental, vision, life insurance and a 401(k) plan with company match.
• Company‑provided technology, helpdesk assistance, client management and financial planning tools.
• Company‑paid E&O, licensing fees, continuing education and compliance support.

Equal Opportunity Employer

Corebridge is an equal‑opportunity employer and provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.