Corebridge Financial
Retirement Plan Consultant - Shreveport, LA
Corebridge Financial, Shreveport, Louisiana, us, 71150
Overview
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. We strive to live by our core values as the foundation of our culture and brand purpose. Who You\'ll Work With
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 believe you will find our work meaningful. About The Role
The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on predefined plan metrics and client satisfaction ratings. 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 them regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. Compensation And Benefits
This is a salary-paid position with bonus potential. Competitive benefits package with 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. 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. Regulatory And Compliance
This role is deemed a “covered associate” under SEC Rule 206(4)-5; political contribution disclosures may be required per applicable regulations. Applicants selected to move forward will be asked to disclose U.S. political contributions. 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 based on job-related qualifications without regard to race, color, religion, sex, gender, sexual orientation, national origin, disability, age, veteran status, or any other protected characteristic. We support diversity and inclusion and provide reasonable accommodations in the hiring process as needed. If you need an accommodation, please email TalentandInclusion@corebridgefinancial.com. Other Information
For more information, visit www.corebridgefinancial.com
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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. We strive to live by our core values as the foundation of our culture and brand purpose. Who You\'ll Work With
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 believe you will find our work meaningful. About The Role
The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. An incentive bonus is available based on predefined plan metrics and client satisfaction ratings. 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 them regarding plan participation. Travel dependent on your territory may be required for new plan enrollments. Compensation And Benefits
This is a salary-paid position with bonus potential. Competitive benefits package with 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. 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. Regulatory And Compliance
This role is deemed a “covered associate” under SEC Rule 206(4)-5; political contribution disclosures may be required per applicable regulations. Applicants selected to move forward will be asked to disclose U.S. political contributions. 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 based on job-related qualifications without regard to race, color, religion, sex, gender, sexual orientation, national origin, disability, age, veteran status, or any other protected characteristic. We support diversity and inclusion and provide reasonable accommodations in the hiring process as needed. If you need an accommodation, please email TalentandInclusion@corebridgefinancial.com. Other Information
For more information, visit www.corebridgefinancial.com
#J-18808-Ljbffr