In-Plan Client Support Advisor

3 days ago


Houston, Texas, United States Corebridge Financial Full time
About the Role

We are seeking a highly motivated and customer-focused In-Plan Client Support Advisor to join our team at Corebridge Financial. As a key member of our Retirement Education Center, you will play a critical role in providing exceptional service and support to our clients.

Key Responsibilities
  • Actively engage with existing plan participants to educate them on their investment products and services.
  • Develop targeted strategies to increase plan participation and improve plan health metrics.
  • Provide a client-first approach to deliver an exceptional client experience.
  • Educate and service 10-12 clients daily.
  • Identify additional client needs and refer them to their local advisor.
What We Offer
  • A salary-paid position with a monthly incentive bonus.
  • Company-paid licensing, including exams, materials, and study time.
  • A flexible work environment with the opportunity to work remotely.
  • Ongoing training and development, including mentorship.
  • A competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) match.
  • 24 days of paid time off in the first year, plus holidays.
Requirements
  • Bachelor's degree or equivalent.
  • 2+ years of proven track record in customer service, 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.
  • Ability to collaborate and drive results.

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