Job Description
Who We Are
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
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.
This position can be opened as remote for the right candidate.
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.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR
- 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR
- 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Applications will be accepted for this position until a satisfactory candidate pool has been identified.
Why Corebridge?
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.
Benefit Offerings Include - 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.
We are an Equal Opportunity Employer 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. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit:
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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. Reasonable accommodations will be determined on a case-by-case basis.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area OP - Operations
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
American General Life Insurance Company
Job Tags
Remote job, Holiday work, Full time, Local area, Immediate start, Relocation,