Retirement Specialist In Training
Corebridge FinancialHouston, Texas, United States
Posted January 28, 2026
Full Time
About the Company
Corebridge Financial is 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.
Job Description
Corebridge Financial is hiring a Retirement Specialist in Training to help individuals acquire the necessary licenses to become a Financial Professional. The role involves studying for various exams, obtaining licenses, and gaining hands-on experience supporting clients with financial transactions. The long-term goal is to develop individuals into financial advisor roles where they manage a book of business and deepen client relationships.
Requirements
- Obtain FINRA SIE, Series 7 & 66 as well as State Variable Life & Health licenses within 120 days of start date
- 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
Benefits
- Health and Wellness
- Retirement Savings
- Employee Assistance Program
- Matching charitable donations
- Volunteer Time Off
- Paid Time Off
