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Retirement Specialist in Training

3 months ago

Houston, Texas, United States Corebridge Financial Inc. Full time
Retirement Specialist in Training

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 client's 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 lives-because action is the bridge from planning to outcomes, from today's financial needs to tomorrow's aspirations.

We also believe great things can happen when taking action in your career. That's why we invite you to explore the opportunities available to be a part of our dynamic team. We're 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

  • Bachelor's Degree or 2+ year's 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. Don't 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.
We are an Equal Opportunity Employer


Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment.

We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation.

At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.


To learn more please visit:


Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.

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.


Functional Area:
SC - Sales Commission

Estimated Travel Percentage (%):

Relocation Provided:
American General Life Insurance Company