Retirement Specialist in Training

Retirement Specialist in Training

Paid, industry‑leading training program to help you acquire the necessary licenses to become a Financial Professional with Corebridge Financial. Focus on studying for the SIE, Series 7 & 66, and State Variable Life & Health licenses within 120 days of your start date. You will receive a comprehensive study schedule, exam sponsor ships, and study materials.

Upon completion, you become a Retirement Specialist and join the Inbound Participant Support team supporting clients and building knowledge of retirement plans, strategies, solutions, and firm systems. Subsequent roles include proactive outreach, processing new business transactions, financial planning and maintaining client relationships, ultimately leading to a Financial Advisor position.

• Obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days of start date
• Engage 401(k)/403(b) participants to assist and educate them regarding 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 effectively within a team environment
• Consistently identify financial planning opportunities

• Bachelor’s Degree or 2+ years of relevant industry or customer service experience
• Ability to obtain FINRA SIE, Series 7 & 66 and State Variable Life & Health licenses within 120 days of start date
• Excellent relationship building and communication skills
• Strong organizational and time‑management skills
• Ability to create and develop systems and efficiencies to service client needs
• Ability to work and collaborate successfully within a team environment

Houston, TX office. Subject to hybrid working policy.

• Health and Wellness: medical, dental, vision, mental health support and wellness initiatives
• Retirement Savings: competitive 401(k) plan with up to 6% company matching and 3% company contribution, vesting immediately
• Employee Assistance Program: confidential counseling services and resources
• Matching charitable donations: 1:1 up to $5,000
• Volunteer Time Off: up to 16 hours annually
• Paid Time Off: at least 24 PTO days

Eligibility for and participation in employer-sponsored benefits subject to applicable law.

We are committed to equal opportunity employment and comply 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. We also consider applicants with criminal histories, consistent with applicable law.

We provide reasonable accommodations to job applicants and employees as needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you need a reasonable accommodation, please send an email to Talentand Incl