Client Support Advisor

Who we are

Corebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

For more information, visit http://www.corebridgefinancial.com/.
 

A unique career opportunity.

A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.
 

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan. 

What you’ll do as an In-plan Client Support Advisor:

• 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

We provide the support. You create the possibilities.

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. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.

What our employees love most about working at the Retirement Education Center:

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

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
• Ability to collaborate and drive results

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: www.corebridgefinancial.com

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 TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area: