Retention Specialist - Retirement Services

Who we are

Corebridge Financial makes it possible for more people to take action in their financial lives. With more than $345 billion in assets under management and administration as of September 30 2022 Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We deliver an expansive portfolio of products to serve our clients unique needs. We believe everyone deserves financial security. Every day we work hard to make it possible for more people to take action in their financial livesbecause action is the bridge from planning to outcomes from todays financial needs to tomorrows aspirations.

We also believe great things can happen when taking action in your career. Thats why we invite you to explore the opportunities available to be a part of our dynamic team. Were proud to offer a diverse and inclusive workplace where you can make a real difference and thrive professionally.

About the role

On day one you will be provided with a development path with unlimited potential. As a Retirement Specialist in Training you will engage clients conversationally to provide guidance and education on their investment plans. We look to meet individuals where they are at whether they are just starting out building a family or planning for retirement. You will assist them in meeting their short and longterm financial goals. Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds so no prior financial services experience is required. 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.

We want to hear from you today if:

• You can connect with people and build personal trusted relationships
• You are looking for a fulfilling opportunity
• You are committed to success
• You have complex problemsolving skills
• You desire unlimited potential for professional growth

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

What we are looking for

• Bachelors Degree or 2 years 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
  • We offer paid industryleading training programs to help you acquire the necessary licenses
• Excellent relationship building and communication skills
• Strong organizational and timemanagement skills
• Ability to create / develop systems and efficiencies to service client needs
• Ability to work and collaborate successfully within a team environment

What our employees like most about working for Corebridge Financial

• We care about your professional development. Our career progression program will provide you with the opportunity to develop your skills strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation.
• Our Giving Back policy is at the core of our daily operations and guides our future progress. Dont believe us We put our money where our mouth is! AIG will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are an important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
  • 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.