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Client Support Advisor

Corebridge Financial

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. Core Values 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. 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. About the In‑plan Client Support Advisor This role is part of the REC and involves providing service, education and guidance to active clients in some of our most important employer groups. It 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 Essentials, 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 Additional Eligibility Information This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5. Candidates must not have made any political contributions that would disqualify the candidate or Corebridge Financial from conducting business, or that would create a conflict of interest. Applicants selected to move forward will be required to disclose all U.S. political contributions they and their household members have made over the past two years. Benefit Offerings Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives. Retirement Savings: Our competitive 401(k) Plan offers a generous dollar‑for‑dollar company matching contribution of up to 6% of eligible pay and a company contribution equal to 3% of eligible pay. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support community activities. Paid Time Off: Eligible employees start with at least 24 Paid Time Off days. Equal Opportunity Employer Corebridge Financial is committed to being an equal‑opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company also complies with fair employment practices regarding citizenship and immigration status. Corebridge seeks to provide reasonable accommodations for all applicants and employees. #J-18808-Ljbffr Corebridge Financial

Vacancy posted 3 days ago
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