Overview
Who We Are
At Corebridge Financial, we believe action is everything. 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 define our culture and help bring our brand purpose to life.
Values
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.
Role Retirement Specialist in Training
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About The Role This is a paid, industry-leading training program to help you acquire the necessary licenses to be a Financial Professional with Corebridge Financial. As a
Retirement Specialist in Training , you will be solely focused on studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses, which you are expected to obtain within 120 days of your start date. We provide you with a comprehensive study schedule, exam sponsorships, and study materials which consist of reading materials, videos, and live training.
Upon successful completion of the four exams, you will become a
Retirement Specialist
and join our Inbound Participant Support team. Here you will gain hands-on experience supporting clients needing help with specific financial transactions and build a foundational knowledge of retirement plans, strategies, solutions, and firm systems. From here, you will embark on the rest of your journey through multiple roles that are strategically layered to develop your skillset towards becoming a Financial Advisor. These roles include proactive outreach, processing new business transactions, financial planning and developing and maintaining client relationships.
The long-term goal of our department is preparing highly motivated and successful candidates into financial advisor roles, where you manage a book of business and deepen long-term client relationships. Each stage of our training and development is intentionally designed to build the skills, experience, and knowledge needed for sustained success as a financial advisor.
Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds. 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.
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
Skills And Qualifications
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
Having SIE in advance is strongly preferred but not required
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
Work Location This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
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 $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.
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.
Equal Opportunity 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. We believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. 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 providing reasonable accommodations to job applicants and employees. If you need a reasonable accommodation to search for a job opening or complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. 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.
To learn more please visit: www.corebridgefinancial.com
Other Functional Area: SC - Sales Commission
Estimated Travel Percentage: No Travel
Relocation Provided: No
American General Life Insurance Company
#J-18808-Ljbffr
At Corebridge Financial, we believe action is everything. 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 define our culture and help bring our brand purpose to life.
Values
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.
Role Retirement Specialist in Training
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About The Role This is a paid, industry-leading training program to help you acquire the necessary licenses to be a Financial Professional with Corebridge Financial. As a
Retirement Specialist in Training , you will be solely focused on studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses, which you are expected to obtain within 120 days of your start date. We provide you with a comprehensive study schedule, exam sponsorships, and study materials which consist of reading materials, videos, and live training.
Upon successful completion of the four exams, you will become a
Retirement Specialist
and join our Inbound Participant Support team. Here you will gain hands-on experience supporting clients needing help with specific financial transactions and build a foundational knowledge of retirement plans, strategies, solutions, and firm systems. From here, you will embark on the rest of your journey through multiple roles that are strategically layered to develop your skillset towards becoming a Financial Advisor. These roles include proactive outreach, processing new business transactions, financial planning and developing and maintaining client relationships.
The long-term goal of our department is preparing highly motivated and successful candidates into financial advisor roles, where you manage a book of business and deepen long-term client relationships. Each stage of our training and development is intentionally designed to build the skills, experience, and knowledge needed for sustained success as a financial advisor.
Individuals who excel as a Retirement Specialist in Training come from different professional and educational backgrounds. 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.
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
Skills And Qualifications
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
Having SIE in advance is strongly preferred but not required
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
Work Location This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
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 $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.
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.
Equal Opportunity 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. We believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. 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 providing reasonable accommodations to job applicants and employees. If you need a reasonable accommodation to search for a job opening or complete any part of the application or hiring process, please email TalentandInclusion@corebridgefinancial.com. 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.
To learn more please visit: www.corebridgefinancial.com
Other Functional Area: SC - Sales Commission
Estimated Travel Percentage: No Travel
Relocation Provided: No
American General Life Insurance Company
#J-18808-Ljbffr