Retirement Specialist in Training

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.

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

Qualifications

• Bachelor’s Degree or 2+ years’ 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
• 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

Skills

• Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
• 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

Benefits

Corebridge Financial offers a comprehensive benefits and wellness program designed to support employees both personally and professionally. This includes health and wellness benefits, retirement savings options, employee assistance programs, matching charitable donations, and volunteer time off.

Pay

The pay for this role is described as "industry-leading."

Schedule

The work location for 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.