You create the possibilities

What you'll do:

• Partner with plan sponsors to enroll employees in their employer sponsored retirement plans to help prepare for retirement.
• Engage employees to meet each year to review their progress towards their retirement goals.
• Help employees understand how to increase their savings periodically.
• Deliver on-site and virtual educational workshops.

Your skills and experience:

• Organizational skills, time management skills, work flow management skills.
• Strong communication and relationship building skills.
• Team building skills that support ongoing collaboration with peers and the leadership team.
• Series 7, Series 66 and appropriate state insurance licenses required.

What you’ll do:
 

• Meet with existing and prospective clients to help plan their financial futures.
• Utilize our company-provided technology and tools to improve your operations.
• Use marketing support such as mailings, email blasts and customized flyers to expand your business and reach new customers.
• Collaborate with co-workers and your District Vice President to learn new skills, methods and best practices.

Your skills and experience:
 

• Ideally, you have 2+ years of experience working as a financial professional.
• A successful sales track record.
• Active FINRA Series 6 or 7 license and Series 63 and 65, or 66 license(s).
• Active state variable life and health licenses.

What you’ll do:
 

• Enhance existing client relationships through comprehensive plan reviews.
• Identify opportunities within the provided book of business through discovery and client engagement.
• Engage clients with Corebridge Retirement Services’ proprietary financial planning tools and modeling.
• Analyze client data to determine what strategies are most appropriate.
• Develop recommendations and action items consistent with the financial plan and client goals.

Your skills and experience:
 

• Bachelor’s degree from a four-year college or university.
• 5-7 years’ experience in the financial services industry.
• Series 7 and 66 required.
• State Variable, Life and Health Licenses.
• Extensive knowledge of retirement plan types and applicable laws.
• CFP designation strongly desired or ability to obtain CFP within three years.

What you’ll do:
 

• Serve as an inspirational and motivational leader for your district’s financial professionals.
• Recruit, select and train all new financial professionals.
• Grow the business through new group acquisition.
• Maintain and increase participation levels within current groups.
• Coach and assist ongoing advisor development.

Your skills and experience:
 

• Ideally, you have a Bachelor’s degree or equivalent experience.
• Extensive knowledge and mastery of retirement plan types and relevant laws.
• At least five years of experience in a similar role.
• Superior planning and organizational skills.
• Series 7, 24, 66, 51 and Life and Health licenses.

What you’ll do:
 

• Identify, develop and implement strategies for increasing revenue growth and profitability.
  
• Develop strategies and tactics to expand market share and grow total deposits within existing client groups, while expanding into new client groups by leveraging regional and corporate resources.
  
• Manage monthly, quarterly and annual business plans and budgets.
  
• Motivate and direct activities of District Vice Presidents to optimize their personal performance.
  
• Ensure the highest levels of compliance throughout the region.
  
• Ensure best practices of effective recruitment, selection and development of financial professionals.