Retirement Specialist In Training

Corebridge Financial • Houston, TX

10d • Hybrid

About The Position

This is a paid, industry-leading training program to help you acquire the necessary licenses to be a Financial Professional with Corebridge Financial. As a Retirement Specialist in Training, you will be solely focused on studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses, which you are expected to obtain within120 days of your start date. We provide you with a comprehensive study schedule, exam sponsorships, and study materials which consist of reading materials, videos, and live training. Upon successful completion of the four exams, you will become a Retirement Specialist and join our Inbound Participant Support team. Here you will gain hands-on experience supporting clients needing help with specific financial transactions and build a foundational knowledge of retirement plans, strategies, solutions, and firm systems. From here, you will embark on the rest of your journey through multiple roles that are strategically layered to develop your skillset towards becoming a Financial Advisor. These roles include proactive outreach, processing new business transactions, financial planning and developing and maintaining client relationships. The long-term goal of our department is preparing highly motivated and successful candidates into financial advisor roles, where you manage a book of business and deepen long-term client relationships. Each stage of our training and development is intentionally designed to build the skills, experience, and knowledge needed for sustained success as a financial advisor. Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds. 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.

Requirements

• Bachelor’s Degree or 2+ year’s relevant industry or customer service 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

Nice To Haves

• Having SIE in advance is strongly preferred but not required.

Responsibilities

• Obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees