Financial Advisor - Spokane WA
Financial Advisor - Spokane WA
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Salary Not Disclosed
1 Vacancy
Job Description
Corebridge Financial helps people make some of the most meaningful decisions theyre ever going to make. We help them plan and take action to protect the future they envision and respond to some of lifes most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance retirement and institutional products offered through an extensive multichannel distribution network. We provide solutions for a brighter future through our client centered service breadth of product expertise deep distribution relationships and outstanding team of hardworking and passionate employees.
Were passionate about excellence.
Corebridge Financialis an industryleading provider of financial planning tools for community members who work in healthcare higher education K12 government and other notforprofit institutions. We love what we do and we believe you will too.
We provide the support. You build the possibilities.
The Financial Advisor will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of predefined plan metrics and will also be evaluated on client satisfaction ratings.
About the role
- Conduct individual and group presentations in person or via video technology to improve awareness of plan features and to grow plan assets. Presentations include enrollment meetings agebased financial education meetings and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
- Actively participate in benefit fairs and new employee orientations.
- Participate in the annual plan review and financial education planning process.
- Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates
- Meet with participants and eligible employees to educate employees regarding plan participation.
- Travel dependent on your territory may be required for new plan enrollments.
To help you get started we offer you the resources needed to build your own success:
- This is a salary paid position with bonus potential
- Competitive benefits package with immediate access to medical dental vision life insurance and 401(k) plan with match
- Companyprovided technology including equipment helpdesk assistance client management and financial planning tools
- Companypaid E&O licensing fees continuing education and compliance support
What we are looking for
- High school diploma or GED required; Bachelors Degree preferred
- Series 6 or 7 Series 63 65 or 66 preferred and appropriate state insurance licenses required
- CFP ChFC or similar designations desirable
- Must have excellent presentation skills
- Bilingual Spanish/English skills a plus
This role has a base salary of $60000 for the first year only; however total compensation is based on a combination of hourly pay and commissions. In addition were proud to offer a range of competitive benefits.
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We are an Equal Opportunity Employer
Corebridge Financial Inc. its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race color religion age gender gender expression national origin veteran status disability or any other legally protected categories such as sexual orientation. At Corebridge Financial we believe that diversity and inclusion are critical to our future and our mission creating a foundation for 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 people are not only respected as individuals but also truly valued for their unique perspectives.
To learn more please visit: www.corebridgefinancial
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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 . Reasonable accommodations will be determined on a casebycase basis.
Functional Area:
SC Sales CommissionEstimated Travel Percentage : Up to 25Relocation Provided: NoThe Variable Annuity Life Insurance CompanyRequired Experience:
Unclear Seniority
Employment Type
Full-Time
