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Senior Retirement Consultant

Corebridge Financial

(Remote / Houston TX / CA / NJ / Hybrid)

Who we are

Corebridge Financial makes a tremendous difference in people’s lives. We help people make some of the most important decisions they’re ever going to make. We help them respond to some of life’s most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. Corebridge Financial brings together a broad portfolio of retirement, life and institutional products offered through an extensive, multichannel distribution network. With our customer-focused service, breadth of product expertise, deep distribution relationships – and world-class team of talented employees who are passionate about what they do.

As a Senior Retirement Consultant, you will be responsible for consulting with clients on nonqualified plan document best practices, drafting retirement plan documents primarily for non-qualified plans and assist with the administration of our nonqualified plan book of business.

We want to hear from you today if you:

• Consult with plan sponsors on nonqualified plan document provisions, explaining administrative complexities, and conduct detailed plan document walk throughs, focusing on plan sponsor’s objectives and ease in administration. 
• Nonqualified plan documents that fall under IRC 457(b), 457(f), 409(A) and 415(m) experience a plus
• Complete plan document tasks consisting of creating new documents, restating, or amending existing documents.
• Monitor nonqualified plan participants to ensure proper administration of the participants elections based on the plan document provisions
• Provide process and procedure recommendations to management to improve customer experiences, effectiveness, and efficiency of team operations.
• Assist management as required in administrative functions such as collecting data for reporting or serving as a functional area SME on projects related to business or regulatory changes.

What we are looking for

• Excellent writing and communications skills.
• Administration of nonqualified plans under IRC 457(b), 457(f), 409(A) and 415(m) including a thorough knowledge of the tax reporting and tax implications to participants and plan sponsors experience a plus
• Experience communicating with plan sponsors, attorneys, and consultants.
• Effective candidate who can take charge and deliver results with minimal supervision.
• Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe Acrobat.
• CPC, QKA, CEBS, TGPC designations preferred.

What our employees like most about working for Corebridge Financial

• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
• Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

For positions based in Woodland Hills, CA and Jersey City, NJ the base salary range is $70,000 – $80,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we’re proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview.

How to Apply

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