Retention Specialist Retirement Services
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Who We Are
At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable empower each other and go above and beyond for our stakeholders.
- We learn improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.
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 long-term 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 problem-solving 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 industry-leading training programs to help you acquire the necessary licenses
- 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
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.
Why Corebridge
At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- 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 $5000.
- 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.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. 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 case-by-case basis in accordance with applicable federal state and local law.
We will consider for employment qualified applicants with criminal histories consistent with applicable law.
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%):Relocation Provided:The Variable Annuity Life Insurance CompanyRequired Experience:
Unclear Seniority
Key Skills
- Criminal Justice
- Account Payable
- Economics
- Front End
- Facilities Management
- Domestic
About Company
At Corebridge Financial, formerly AIG Retirement Services, we believe everyone deserves financial security. We work hard to make it possible for people to take action in their financial lives—because action is the bridge from planning to outcomes, from today’s financial needs to tomor ... View more
