Corebridge Financial · 1 day ago
Advisor Assistant
Corebridge Financial is a company focused on empowering financial professionals and institutions to enhance customer financial experiences. The Advisor Assistant role involves providing administrative support and exceptional customer service to clients, while managing schedules and communications.
Financial ServicesInsuranceLife Insurance
Responsibilities
Generate energy, excitement, and passion around Corebridge Financial products! You are aware and have a deep understanding that Corebridge Financial provides a customer service experience to our customers that is industry leading
Provide administrative support to an Corebridge Financial professional
Monitor and manage financial professional’s calendar and client leads
Provide loyalty-building service to clients by answering incoming phone calls/requests/emails
Assist with processing paperwork and client mailings
Effectively communicate policy information and company procedures to all clients
Performing other office tasks such as copying, taking messages, distributing mail items, etc
This position will neither perform selling duties, nor advise clients
Qualification
Required
Advisor assistants that are action oriented, high energy, personable, empathetic, and have a genuine desire to help our clients
Excellent communication skills, both oral and written
Must have a high degree of confidentiality with all client interactions and documents
Must possess strong organizational skills
Proficient with MS Office and strong professional typing skills required
HS Diploma or GED required
No securities licensing required
Preferred
Bachelor's degree preferred
2 years of customer service or administrative experience preferred
Salesforce experience a plus
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.
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
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase