Corebridge Financial
Financial Services
RetirementSpecialistinTraining
Neural analysis suggests this role is
optimal for Entry candidates.
“Retirement Specialist in Training at Corebridge Financial. Skills: Obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses, Support clients needing help with specific financial transactions, Build a foundational knowledge of retirement plans, strategies, solutions, and firm systems. Studying for the SIE, Series 7 & 66, as well as the State Variable Life & Health licenses. Supporting clients needing help with specific financial transactions”
What You'll Achieve.
Obtain necessary licenses within 120 days; Become a Retirement Specialist; Manage a book of business; Deepen long-term client relationships
Industry & Context.
What They're Looking For.
Must Have
Ability to obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
Nice to Have
Having SIE in advance is strongly preferred but not required.
What You'll Do.
as well as the State Variable Life & Health licenses
Supporting clients needing help with specific financial transactions
Building a foundational knowledge of retirement plans
Processing new business transactions
Developing and maintaining client relationships
How You'll Work.
Team & Collaboration
Collaborate across the enterprise; Work successfully within a team environment
Communication Scope
Excellent communication skills
Full Job Description
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: * We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. * We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. * We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. * We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. **Retirement Specialist in Training** **Who You 'll Work With ** Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. **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 within120 days of your start date. We provide you with a comprehensive study schedule, exam sponsorships, and study materials which consist of reading materials, videos, and live training. Upon successful completion of the four exams, you will become a _Retirement Specialist_ and join our Inbound Participant Support team. Here you
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