Retirement Specialist in Training

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 You'll Work With

Corebridge Financial makes it possible for more people to take action in their financial lives. With more than $345 billion in assets under management and administration as of September 30, 2022, Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We deliver an expansive portfolio of products to serve our client’s unique needs. We believe everyone deserves financial security. Every day, we work hard to make it possible for more people to take action in their financial lives—because action is the bridge from planning to outcomes, from today’s financial needs to tomorrow’s aspirations.

We also believe great things can happen when taking action in your career. That's why we invite you to explore the opportunities available to be a part of our dynamic team. We're proud to offer a diverse and inclusive workplace where you can make a real difference and thrive professionally.

About the role

On day one, you will be provided with a development path with unlimited potential. As a Retirement Specialist in Training, you will engage clients conversationally to provide guidance and education on their investment plans. We look to meet individuals where they are at – whether they are just starting out, building a family, or planning for retirement. You will assist them in meeting their short- and long-term financial goals. Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, an interest in financial services, and a desire to grow professionally.

We want to hear from you today if:

• You can connect with people and build personal, trusted relationships
• You are looking for a fulfilling opportunity
• You are committed to success
• You have complex problem-solving skills
• You desire unlimited potential for professional growth

Responsibilities

• Engage 401k / 403b participants to assist and educate them regarding current investment, insurance, and retirement planning strategies
• Demonstrate ownership of client issues by assisting with account needs and following through on commitments
• Strengthen client loyalty and experience by anticipating needs and providing excellent service
• Collaborate and work successfully within a team environment
• Consistently identify financial planning opportunities

Skills and Qualifications

• Bachelor’s Degree or 2+ year’s relevant industry experience
• Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
  • We offer paid, industry-leading training programs to help you acquire the necessary licenses
• Excellent relationship building and communication skills
• Strong organizational and time-management skills
• Ability to create / develop systems and efficiencies to service client needs
• Ability to work and collaborate successfully within a team environment

Work Location

This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

#HYBRID

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 Financ