Client Support Advisor

About the role

The Corebridge Financial Retirement Education Center (REC) is seeking an In-plan Client Support Advisor to join a dynamic team of Telephone Financial Advisors based in Houston, Texas. This unique opportunity allows you to launch your career within the Financial Services industry by supporting existing clients of Corebridge Financial.

Responsibilities

• Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
• Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
• Adapt a client-first approach to provide an exceptional client experience
• Educate and service 10-12 clients daily
• Identify additional/future client needs and refer the client to their local advisor

Requirements

• Bachelor’s Degree or Equivalent
• 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
• Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
• Experience in developing trusting relationships with clients

Qualifications

• Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
• Experience in developing trusting relationships with clients

Skills

• Strong interpersonal and communication skills
• Ability to manage multiple complex strategies concurrently
• Ability to build and maintain relationships with clients

Benefits

• Company paid licensing (includes exams, materials and study time)
• Servicing existing clients (no cold calling or prospecting)
• Ongoing training & development including mentorship
• Work/life balance including 24 days of paid time off in first year + holidays
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
• Flexible work environment with the opportunity to work remotely
• Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues

Pay

This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required.

Schedule

This is a salary paid position with a monthly incentive bonus.