Retirement Plan Consultant
About the job
- A high school diploma or GED is required.
- Series 7 and Series 66 licenses are preferred, and appropriate state insurance licenses are required.
- Excellent presentation skills are required.
- Bilingual Spanish and English skills are a plus.
- Candidates must comply with applicable political contribution restrictions under federal and state pay-to-play rules and disclose qualifying U.S. political contributions from themselves and household family members for the past two years if selected to proceed.
- Conduct individual and group presentations in person or via video technology to improve awareness of plan features and grow plan assets, including enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings.
- Participate in benefit fairs and new employee orientations.
- Participate in the annual plan review and financial education planning process.
- Assist the 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 about plan participation.
- Travel within the assigned territory as required for new plan enrollments.
- A bachelor's degree is preferred.
- Certified Financial Planner, Chartered Financial Consultant, or similar designations are desirable.
About the company
Corebridge Financial provides retirement solutions and life insurance in the United States through its wholly owned subsidiaries, with four core businesses: Individual Retirement, Retirement Services, Life Insurance, and Institutional Markets. Customers access these products and services through financial professionals and institutions, including individual retirement accounts, retirement plan administration, life insurance policies, and institutional market products. The company differentiates itself with a broad, multi-line offering and an established partner network that enables coordinated solutions for individuals and institutions. Its goal is to help people take action in their financial lives today and for tomorrow while managing risk and seeking growth for clients and stakeholders.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
Crockett, Texas
Founded
1957
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Simplify's Take
What believers are saying
- Q2 2026 adjusted operating EPS reached $1.12, beating estimates.
- Institutional Markets premiums and deposits jumped 130% to $2.6 billion.
- Corebridge issued $750 million 5.9% notes in August, extending funding flexibility.
What critics are saying
- Merger closing still needs state and international approvals by year-end 2026.
- July 2026 shareholder lawsuits challenged merger disclosures in New York and New Jersey.
- Individual Retirement premiums fell 41% in Q2 2026, weakening a core franchise.
What makes Corebridge Financial unique
- Corebridge dominates U.S. retirement, annuity, and pension-risk transfer distribution.
- Nippon Life owned over 124 million CRBG shares after September 23, 2026 buying.
- The Equitable merger creates a scaled retirement, wealth, and asset-management platform.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Mental Health Support
Paid Vacation
Growth & Insights and Company News
6 month growth
8%1 year growth
8%2 year growth
8%Nippon Life Insurance Company has increased its stake in Corebridge Financial by acquiring 219,273 shares for approximately $7.48 million on 23 September. The purchase, at an average price of $34.13 per share, brought Nippon's total holdings to over 124 million shares valued at roughly $4.24 billion. Corebridge's latest earnings showed quarterly earnings per share of $1.12, exceeding the expected $1.08, though revenues came in slightly below expectations at $4.3 billion. The company announced a quarterly dividend of $0.25 per share, representing a 2.9% yield. Analyst sentiment remains positive, with 15 analysts giving a Moderate Buy consensus. Several financial firms have raised their price targets for the company. Operating independently since its 2022 spin-off from AIG, Corebridge offers insurance and retirement products to individual and institutional clients.
Equitable reported strong business momentum at its 2026 annual meeting, with assets under management and administration reaching a record $1.2 trillion as of 30 June, up 10% year over year. First-half 2026 non-GAAP earnings per share increased 25%. The company highlighted strategic moves including reinsuring 75% of its in-force life insurance block to RGA, increasing its AllianceBernstein stake, and acquiring Stifel Independent Advisors. President and CEO Mark Pearson discussed Equitable's planned merger of equals with Corebridge, which aims to create a more diversified financial services company spanning retirement, wealth management, asset management, and protection. Upon closing, Pearson will become executive chair whilst Marc Costantini will serve as CEO. Shareholders approved all three management proposals, including director elections and executive compensation.
Corebridge Financial reported a second-quarter net loss of $16 million, or $0.04 per share, for the period ended 30 June. However, adjusted after-tax operating income reached $512 million, or $1.12 per share. The Houston-based insurer's core income rose 5% year-over-year to $1.6 billion. Institutional Markets drove growth, with premiums and deposits jumping 130% to $2.6 billion on higher guaranteed investment contract issuances. The company returned $412 million to shareholders through $300 million in buybacks and $112 million in dividends. It declared a $0.25 per share dividend payable 30 September. On 30 July, Corebridge and Equitable Holdings shareholders approved their merger. Individual challenges persisted, with adjusted pre-tax operating income falling 21% to $664 million and Individual Retirement premiums dropping 41%.
Corebridge Financial and Equitable Holdings to participate in the 2026 KBW Insurance Conference. MWN-AI** Summary. Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) are set to participate in a significant event in the financial services industry, the 2026 KBW Insurance Conference. Scheduled for Wednesday, September 9, 2026, at 11:30 a.m. ET, the event features a fireside chat with Corebridge's President and CEO, Marc Costantini, and Equitable's CFO, Robin M. Raju. Both companies will provide insights into their respective operations and strategies, enhancing their visibility among investors and industry stakeholders. Corebridge Financial boasts over $390 billion in assets under management and administration as of June 30, 2026, positioning itself as one of the leading providers of retirement solutions and insurance products in the United States. The company focuses on empowering individuals to take charge of their financial futures, partnering with financial professionals and institutions to offer essential planning and saving tools. Meanwhile, Equitable Holdings has a substantial footprint in the financial services domain, holding $1.2 trillion in assets under management and administration. Founded in 1859, the firm operates a diverse array of businesses, including Equitable, AllianceBernstein, and Equitable Advisors. With more than 5 million client relationships worldwide, Equitable provides comprehensive retirement and protection strategies alongside investment management services. Investors and attendees interested in the conference can access a live audio webcast on the investor relations sections of both companies' websites. A replay of the discussion will also be made available shortly after the event, ensuring that stakeholders have the opportunity to engage with the insights shared during this key financial conference. MWN-AI** Analysis. As Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) prepare to participate in the 2026 KBW Insurance Conference, investors should consider the implications of this event on their respective stock performances. Corebridge Financial, a prominent player in the U.S. retirement solutions and insurance market, reported over $390 billion in assets under management as of June 30, 2026. Its substantial market position and focus on empowering financial professionals position it well for growth, particularly as more individuals seek secure financial futures. Given the increasing demand for retirement solutions amid demographic shifts towards an aging population, Corebridge's growth potential remains strong. Investors looking for a stable investment in the financial services sector may find CRBG appealing, especially if upcoming conference discussions address growth strategies and capital management. On the other hand, Equitable Holdings boasts a robust portfolio, with around $1.2 trillion in assets under management and administration. With businesses spanning retirement income, investment management, and financial advisory services, Equitable presents a diversified investment opportunity. Its long-standing reputation and expansive client base of over 5 million relationships globally further enhance its attractiveness. Investors should pay close attention to insights shared during the fireside chat, particularly regarding how Equitable plans to navigate market volatility and enhance its competitive edge. Overall, both companies are well-positioned within the insurance and financial services landscape. Investors should consider evaluating their portfolios in light of any strategic developments that arise from the conference. Monitoring market reactions post-event will also be crucial for making informed decisions, particularly if the dialogues spotlight innovative growth initiatives or challenges in the current economic environment. **MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release. September 01, 2026 04:15:00 pm Corebridge Financial, Inc. (NYSE: CRBG) and Equitable Holdings, Inc. (NYSE: EQH) today announced that Marc Costantini, President and Chief Executive Officer of Corebridge Financial, and Robin M. Raju, Chief Financial Officer of Equitable Holdings, will participate in a fireside chat at the 2026 KBW Insurance Conference on Wednesday, September 9, 2026, at 11:30 a.m. ET. A live audio webcast will be accessible on both the Investors section of corebridgefinancial.com and the Equitable Holdings Investor Relations website at ir.equitableholdings.com. Please log on to the webcast at least 15 minutes prior to the event to download and install any necessary software. A replay will be made available on both companies' Investor websites shortly following the conclusion of the live webcast. About Corebridge Financial Corebridge Financial, Inc. (NYSE: CRBG) makes it possible for more people to take action in their financial lives. With more than $390 billion in assets under management and administration as of June 30, 2026, Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. Market Wire News proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com and follow Market Wire News on LinkedIn. About Equitable Holdings Equitable Holdings, Inc. (NYSE: EQH) is a leading financial services holding company comprised of complementary and well-established businesses, Equitable, AllianceBernstein and Equitable Advisors. Equitable Holdings has $1.2 trillion in assets under management and administration (as of 6/30/2026) and more than 5 million client relationships globally. Founded in 1859, Equitable provides retirement and protection strategies to individuals, families and small businesses. AllianceBernstein is a global investment management firm that offers diversified investment services to institutional investors, individuals and private wealth clients. Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN) has approximately 4,600 duly registered and licensed financial professionals that provide financial planning, wealth management, retirement planning, protection and risk management services to clients across the country. Corebridge: Equitable Holdings: FAQ**. How does Corebridge Financial, Inc. plan to leverage its partnership with Equitable Holdings Inc. (EQH) to enhance its retirement solutions and insurance product offerings in the current market? Corebridge Financial, Inc. aims to leverage its partnership with Equitable Holdings Inc. by integrating innovative retirement solutions and insurance products, optimizing customer experience, and expanding distribution channels to meet evolving market demands. What strategies is Equitable Holdings Inc. (EQH) implementing to expand its global client relationships and maintain its competitive edge in the financial services industry? Equitable Holdings Inc. (EQH) is leveraging technology-driven solutions, enhancing customer experience, and focusing on partnerships and diversified offerings to expand its global client relationships and maintain its competitive edge in the financial services industry. Can you elaborate on the synergies between Corebridge Financial, Inc. and Equitable Holdings Inc. (EQH) that could lead to improved asset management outcomes for clients? The synergies between Corebridge Financial, Inc. and Equitable Holdings Inc. (EQH) lie in their complementary product offerings, distribution channels, and shared expertise in risk management, which can enhance investment strategies and drive improved asset management outcomes for clients. How is Corebridge Financial, Inc. responding to market trends that could impact its collaboration with Equitable Holdings Inc. (EQH) in offering innovative financial solutions? Corebridge Financial, Inc. is enhancing its collaboration with Equitable Holdings Inc. by leveraging emerging technologies and consumer insights to develop tailored financial solutions that align with current market trends and address evolving client needs. **MWN-AI FAQ is based on asking OpenAI questions about Equitable Holdings Inc. (NYSE: EQH).
In August 2026, Corebridge Financial, Inc. completed a fixed-income offering of callable, senior unsecured fixed-rate notes, including 5.900% notes due August 20, 2036, raising about US$748.55 million at a slight discount to face value. This sizeable bond issuance highlights how Corebridge is tapping debt markets to support its funding mix, capital structure flexibility, and future corporate priorities. We’ll now explore how this sizable 2036 fixed-rate notes issuance could influence...