Personal Financial Consultant at Corebridgefinancial | Torre
Personal Financial Consultant
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Corebridgefinancial

Personal Financial Consultant

Corebridgefinancial
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Full-time

Legal agreement: To be defined

USD75.4K - 100K/year

~COP150M - 200M/year

+ Equity

+ Bonuses

location_on
United States
Posted almost 3 years ago

Responsibilities

Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States, with over $345 billion in assets under management and administration. The company is committed to creating a diverse and inclusive workplace where employees can make a real difference and thrive professionally. Corebridge Financial is seeking a Personal Financial Consultant to join their dynamic team. The role involves engaging clients conversationally to provide guidance and education on their investment plans, assisting them in meeting their short- and long-term financial goals, and developing individuals who work hard, have a drive for accomplishment, an interest in financial services, and a desire to grow professionally. The company offers paid, industry-leading training programs to help candidates acquire the necessary licenses and provides a generous benefits plan and competitive pay. The role also offers opportunities for career progression and professional development. Responsibilities: - Engage 401k / 403b participants to assist and educate them regarding current investment, insurance, and retirement planning strategies - Demonstrate ownership of client issues by assisting with account needs and following through on commitments - Strengthen client loyalty and experience by anticipating needs and providing excellent service - Collaborate and work successfully within a team environment - Consistently identify financial planning opportunities
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