Talent.com
Retirement Plan Consultant - Charlotte, NC

Retirement Plan Consultant - Charlotte, NC

Corebridge FinancialCharlotte, NC, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Retirement Plan Consultant

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life :

  • We are stronger as one : We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments : We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate : We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive : We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do, and we believe you will too.

The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. 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 dependent on your territory may be required for new plan enrollments.
  • To help you get started, we offer you the resources needed to build your own success :

  • This is a salary paid position with bonus potential
  • 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
  • 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, ChFC 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.
  • At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

  • 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.
  • 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.

    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 send an email to TalentandInclusion@corebridgefinancial.com.

    serp_jobs.job_alerts.create_a_job

    Retirement Plan Consultant • Charlotte, NC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Telemetry - $1,590 to $1,739 per week in Lincolnton, NC

    Travel Nurse RN - Telemetry - $1,590 to $1,739 per week in Lincolnton, NC

    TravelNurseSourceLincolnton, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Telemetry RN in Lincolnton, North Carolina, 28092!. Host Healthcare is an award-winning travel healthcare company with an immedi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,522 to $1,687 per week in Hickory, NC

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,522 to $1,687 per week in Hickory, NC

    TravelNurseSourceHickory, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with LRS Healthcare to find a qualified ER / Trauma RN in Hickory, North Carolina, 28601!.Ready to start your next travel adventure? LRS Healthcare offers a full benefits...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Retirement Plan Manager (Charlotte)

    Retirement Plan Manager (Charlotte)

    Cato CorporationCharlotte, NC, US
    serp_jobs.job_card.part_time
    The Cato Corporation is seeking an experienced.The Retirement Plan Manager reports to the SVP, Treasury, Tax & Credit, Secretary and manages and administers all aspects of the companys Retirement p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Advice & Planning Strategic Consultant

    Advice & Planning Strategic Consultant

    TruistCharlotte, NC, US
    serp_jobs.job_card.full_time +1
    Advice & Planning Strategy Specialist.Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Leasing Consultant

    Leasing Consultant

    Atlantic Pacific CompaniesCharlotte, NC, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Florida, Georgia, Texas, California, North Carolina, and Washington, D.We are looking for passionate people who enjoy challenges and helping others. Does this sound like you? Join us!.An experienced...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Registered Nurse - Telemetry - $1,590 to $1,739 per week in Lincolnton, NC

    Travel Registered Nurse - Telemetry - $1,590 to $1,739 per week in Lincolnton, NC

    TravelNurseSourceLincolnton, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Host Healthcare to find a qualified Telemetry RN in Lincolnton, North Carolina, 28092!. Host Healthcare is an award-winning travel healthcare company with an immedi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Clinical Therapist (LISW-CP / LPC / LMFT)

    Licensed Clinical Therapist (LISW-CP / LPC / LMFT)

    LifeStance HealthClover, SC, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Financial Consultant (AFC Plan Event Team)

    Associate Financial Consultant (AFC Plan Event Team)

    TIAACharlotte, NC, US
    serp_jobs.job_card.full_time
    Associate Financial Consultant.The Associate Financial Consultant assists and answers questions through virtual interactions for all participants, new entrants, prospects, beneficiaries and their l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,984 per week in Hickory, NC

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,984 per week in Hickory, NC

    TravelNurseSourceHickory, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Care Career to find a qualified ER / Trauma RN in Hickory, North Carolina, 28601!.Emergency Room Nurses (RN) are responsible to treat a variety of injuries and illne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Leasing Consultant

    Leasing Consultant

    RAM PartnersBelmont, NC, US
    serp_jobs.job_card.full_time
    RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a va...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Leasing Consultant

    Leasing Consultant

    Asset LivingHuntersville, NC, US
    serp_jobs.job_card.full_time +1
    Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,644 per week in Hickory, NC

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,644 per week in Hickory, NC

    TravelNurseSourceHickory, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with GetMed Staffing to find a qualified ER / Trauma RN in Hickory, North Carolina, 28601!.GetMed Staffing is searching for a strong ER RN to assist our traveler-friendly...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Financial Planning Success Consultant Institution / Enterprise Channel

    Sr. Financial Planning Success Consultant Institution / Enterprise Channel

    LPL FinancialFort Mill, SC, US
    serp_jobs.job_card.full_time
    Senior Financial Planning Success Consultant.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.We are seeking pass...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Employee Benefits Consultant - American Heritage

    Senior Employee Benefits Consultant - American Heritage

    The StandardCharlotte, NC, US
    serp_jobs.job_card.full_time
    Senior Employee Benefits Consultant.The next part of your journey is right around the corner with The Standard.A genuine desire to make a difference in the lives of others is the foundation for ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    EmpowerConcord, NC, US
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,745 per week in Hickory, NC

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,745 per week in Hickory, NC

    TravelNurseSourceHickory, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Atlas MedStaff to find a qualified ER / Trauma RN in Hickory, North Carolina, 28601!.Atlas Medstaff is currently seeking candidates in the RN (ER) profession for a 1...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Retirement Plan Consultant

    Retirement Plan Consultant

    VirtualVocationsCharlotte, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Retirement Plan Administration Consultant.Key Responsibilities Manage a portfolio of 401(k) client relationships as the primary point of contact Perform annual complia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,898 per week in Hickory, NC

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,898 per week in Hickory, NC

    TravelNurseSourceHickory, NC, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Openwork Health to find a qualified ER / Trauma RN in Hickory, North Carolina, 28601!.Openwork Health Is Hiring! Let’s Chase Big Dreams—Together.We’re not your avera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Retirement Plan Manager

    Retirement Plan Manager

    Cato CorporationCharlotte, NC, United States
    serp_jobs.job_card.full_time
    The Cato Corporation is seeking an experienced.The Retirement Plan Manager reports to the SVP, Treasury, Tax & Credit, Secretary and manages and administers all aspects of the company’s Retirement ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Leasing Consultant2

    Leasing Consultant2

    RAM Partners, LLCBelmont, NC, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    About Us RAM Partners, LLC, is a full-service real estate management company that manages more thatn 80,000 apartments throughout the United States. We specialize in multi-family community managemen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days