Retirement Plan Consultant- Baton Rouge, LA jobs in United States
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Corebridge Financial · 23 hours ago

Retirement Plan Consultant- Baton Rouge, LA

Corebridge Financial helps people make meaningful decisions regarding their future through financial planning and retirement solutions. The Retirement Plan Consultant will provide guidance to plan sponsors and employees, conduct presentations, and participate in educational campaigns to enhance plan participation.

Financial ServicesInsuranceLife Insurance

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

Qualification

Series 7Series 66Insurance licensesCFPChFCBilingual Spanish/EnglishPresentation skills

Required

High school diploma or GED required
appropriate state insurance licenses required
Must have excellent presentation skills

Preferred

Bachelor's Degree
Series 7
Series 66
CFP
ChFC or similar designations
Bilingual Spanish/English skills

Benefits

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

Company

Corebridge Financial

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Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.

Funding

Current Stage
Public Company
Total Funding
$10.25B
Key Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M

Leadership Team

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Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
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Ryan Vickerman
Digital Creative Director
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Company data provided by crunchbase