Teams at Corebridge Financial

Manage and conserve a book of high-value client accounts by promoting financial planning, reducing surrenders, and growing assets through referrals, prospecting, seminars, and networking. Use planning tools to assess client needs, sell Corebridge products via broker-dealer platforms, exceed sales targets, and adhere to compliance standards.

Provide personalized retirement and financial planning to clients, use company tools and marketing support to grow a book of business, collaborate with district leadership, and maintain required licenses and compliance while occasionally traveling to meet clients.

Manage and conserve a book of wealth management clients, promote financial planning to reduce surrenders, grow assets through referrals and prospecting, use CRM and planning tools to meet sales goals, and adhere to compliance standards.