Teams at Corebridge Financial

Reviews financial transaction submissions for suitability, regulatory, and compliance risks. Communicates with financial professionals to obtain required information, coordinates processing with internal partners, investigates escalated issues, resolves complex requests, and reports findings to management, auditors, and regulators. The role analyzes large data volumes, identifies inconsistencies and trends, proposes solutions, maintains business relationships, and ensures deadlines and service-level agreements are met.

Provide personalized retirement and financial planning to existing and prospective clients. Build and expand a client base using company marketing resources, financial planning tools, and technology. Collaborate with coworkers and district leadership while maintaining required licenses, compliance, and continuing education.

Meet with existing and prospective clients to provide personalized retirement and financial planning. Use company technology, client management tools, and marketing support to grow the business. Build client relationships, develop a successful sales practice, and collaborate with colleagues and leadership. The remote role requires active financial industry and insurance licenses and may involve up to 25% travel.