Corebridge Financial
Job Description
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. Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching Charitable Donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. 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. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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. Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching Charitable Donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. 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. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.