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Corebridge Financial · 1 day ago

Contact Center Financial Professional

Houston, TX

Full-time

Onsite

Entry Level

2+ years exp

Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. The role of Retirement Specialist in Training involves engaging clients to provide guidance on their investment plans and assisting them in meeting their financial goals.

Financial ServicesInsuranceLife Insurance

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

Qualification

FINRA SIESeries 7Series 66State Variable Life LicenseState Health LicenseRelationship BuildingCommunication SkillsOrganizational SkillsTime ManagementTeam CollaborationProblem-Solving

Required

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

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

Benefits

Paid Time Off (Corebridge recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! Plus, the company offers 9 paid holidays per calendar year in 2023.

A 401(k) Retirement Plan that will be HARD TO BEAT. Our 401K - $1 for $1 match is up to 6% with immediate vesting, plus Corebridge automatically contributes an additional 3% in to your 401K regardless of if you enroll or not.