Corebridge Financial
Retirement Plan Consultant - Baton Rouge, LA
Corebridge Financial, Baton Rouge, Louisiana, us, 70873
At Corebridge Financial, we believe action is everything. We partner with financial professionals and institutions to help more people take action in their financial lives, for today and tomorrow.
Overview 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. This role will support retirement plan sponsors and employees eligible for the applicable retirement savings plan.
Responsibilities
Conduct individual and group presentations, in person or via video, 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 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 on plan participation.
Travel dependent on territory may be required for new plan enrollments.
What We Offer to Get You Started
Salary paid position with bonus potential
Competitive benefits package with medical, dental, vision, life insurance and 401(k) match
Company-provided technology, including equipment and support
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
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.
Equal Opportunity 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. We also comply with applicable citizenship and immigration laws. We value diversity and inclusion as critical to building a creative workplace that drives innovation, growth, and profitability.
Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees, including accommodations for disabilities or sincerely held religious beliefs. If you need a reasonable accommodation to search for a job opening or to complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis in accordance with law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more, visit: www.corebridgefinancial.com
Company Details
Functional Area: SC - Sales Commission
Estimated Travel Percentage: Up to 25%
Relocation Provided: No
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Overview 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. This role will support retirement plan sponsors and employees eligible for the applicable retirement savings plan.
Responsibilities
Conduct individual and group presentations, in person or via video, 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 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 on plan participation.
Travel dependent on territory may be required for new plan enrollments.
What We Offer to Get You Started
Salary paid position with bonus potential
Competitive benefits package with medical, dental, vision, life insurance and 401(k) match
Company-provided technology, including equipment and support
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
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.
Equal Opportunity 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. We also comply with applicable citizenship and immigration laws. We value diversity and inclusion as critical to building a creative workplace that drives innovation, growth, and profitability.
Corebridge Financial is committed to providing reasonable accommodations to job applicants and employees, including accommodations for disabilities or sincerely held religious beliefs. If you need a reasonable accommodation to search for a job opening or to complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis in accordance with law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more, visit: www.corebridgefinancial.com
Company Details
Functional Area: SC - Sales Commission
Estimated Travel Percentage: Up to 25%
Relocation Provided: No
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