Retirement Account Advisor
On-site · Houston, Texas, United States
Job Summary
As a Retirement Specialist in Training, engage clients to provide guidance on investment plans, addressing their short- and long-term financial goals. Responsibilities include assisting 401k/403b participants with retirement planning strategies, demonstrating ownership of client issues, and collaborating effectively in a team environment. Candidates should have a Bachelor’s Degree or 2+ years of relevant experience, possess strong communication skills, and have the ability to obtain necessary licenses within 120 days. Corebridge Financial emphasizes professional development and offers comprehensive training programs.
Required Qualifications
- Bachelor’s Degree or 2+ years 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
- Excellent relationship building and communication skills
Desired Qualifications
- Ability to connect with people and build personal, trusted relationships
- Complex problem-solving skills
- Strong organizational and time-management skills
- Ability to create / develop systems and efficiencies to service client needs
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