Financial Advisor - Kalamazoo, Michigan

Posted:
11/25/2024, 9:22:43 AM

Location(s):
Michigan, United States ⋅ Auburn Hills, Michigan, United States

Experience Level(s):
Expert or higher ⋅ Mid Level ⋅ Senior

Field(s):
Finance & Banking ⋅ Sales & Account Management

Workplace Type:
On-site

Financial Advisor

Who we are.

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

We’re passionate about excellence.

Corebridge Financial has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are 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. We love what we do, and we think you will too.

We provide the support. You create the possibilities.

Are you hardworking and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial! We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

What you’ll do as a Financial Advisor:

  • Meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • Marketing support in the form of mailings, email blasts, and customized marketing materials to expand your business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills and standard methodologies.
  • Actively participate in benefit fairs and new employee orientations.
  • Assist Relationship Manager and/or Divisional Vice President with targeted education campaigns to increase participation and deferral rates
  • Travel will be required for new plan enrollments as needed. Must be able to travel 75% or more during peak times of the day.
  • Conduct individual and group presentations, both in-person and via video technology, to enhance awareness of plan features and to grow plan assets.  Presentations include, but are not limited to:
    • Enrollment meetings,
    • Age-based financial education meetings, and
    • Basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan

To help you get started, we offer you the resources needed to create your own success:

  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education, and compliance support

What we are looking for:

  • BA/BS preferred
  • Series 7, Series 66 preferred and appropriate state insurance licenses required before working with clients; if not in possession of appropriate licenses, Corebridge Financial will sponsor and pay for the acquisition of said licenses
  • CFP, ChFC or similar designations desirable
  • Must have excellent presentation skills
  • Bilingual Spanish/English skills a plus

#LI-CBF

#CH1

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We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): More than 50%

Relocation Provided: No

The Variable Annuity Life Insurance Company