Corebridge Financial · 12 hours ago
Retirement Specialist In Training
TX-Houston
Full-time
Hybrid
Entry Level
2+ years expCorebridge Financial is an industry-leading provider of financial planning tools aimed at helping Americans secure their retirement. The Retirement Specialist in Training role focuses on obtaining necessary licenses and providing support to clients with their financial transactions, while building foundational knowledge in retirement plans and strategies.
Financial ServicesInsuranceLife Insurance
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
Qualification
Required
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
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
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
Preferred
Having SIE in advance is strongly preferred but not required
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.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
Ryan Vickerman
Digital Creative Director
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase