Remote Financial Advisor – Retirement Planning

Corebridge Financial; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with match

Company tech & support

E&O coverage

Job summary

Corebridge Financial Services is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. The role offers flexibility to create your own schedule and build your career on your terms, with remote work options.

You will meet with clients, use our technology and marketing support to expand your business, and collaborate with your District Vice President to learn new skills and best practices.

Qualifications

• 2+ years of experience as a Financial Advisor.
• Active FINRA Series 7, Series 63 and 65 or 66 licenses.
• Active state variable life and health license.

Responsibilities

• Meet with existing and prospective clients to plan their financial future.
• Utilize company-provided technology and tools to improve operations.
• Use marketing support such as mailings, emails, and flyers to grow the business.
• Collaborate with District Vice President to learn new skills and best practices.

Skills

Sales

Financial advising

Tools

CRM software

Job description

Corebridge Financial Services is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. The role offers flexibility to create your own schedule and build your career on your terms, with remote work options.

You will meet with clients, use our technology and marketing support to expand your business, and collaborate with your District Vice President to learn new skills and best practices.