Strategic Accounts Associate

Position Overview

A Strategic Account Associate assists Strategic Account Managers of all levels with the development of broker/dealer relationships to drive sales and ensure the attainment of mutually beneficial long-term goals. This includes communication between Corebridge and broker-dealer management and back office, coordinating conference/meeting opportunities, and providing support to the internal and external sales teams.

Organization

The position reports to the Manager, Internal Strategic Accounts and is located in the Houston or Woodland Hills offices of Corebridge Financial.

Performance Objectives

Relationship Management

• Develops and maintains internal and external relationships with Corebridge and broker-dealer employees to facilitate communication between Corebridge and assigned and/or all partners with active agreements.
• Liaison between Corebridge and operations personnel at assigned firms for coordination of operations, service, and relationship management activities.
• Maintains working knowledge of Corebridge’s marketing campaigns, websites, and value-add offerings.
• Maintains in-depth knowledge and presentation of Corebridge products and their positioning against the competition.
• Maintains in-depth knowledge of assigned and/or all partners with active agreements.

Reporting and Analysis

• Prepares and analyzes reports on sales, activity, producers, and productivity for assigned firms.
• Compiles data and develops reports for monthly, quarterly, and annual reporting to assigned firms.
• Tracks sales and activity in assigned firms and prepares reports for Strategic Account Managers.
• Performs research and prepares periodic reports for management as requested ensuring a high degree of accuracy and data integrity.

Administration

• Coordinates the delivery of Product and Rate Change Notifications to assigned and/or all partners with active agreements and tracks receipt.
• Maintains up-to-date commission grid, advisor lists, and one-page reference sheets (where applicable) on assigned firms for use by Internal Sales, External Sales, and Service/Operations.
• Assists with the coordination of sponsorship and attendance at broker-dealer conferences and meetings.
• Facilitates approval of marketing materials, due diligence meeting attendees, and marketing agreements with Compliance Department at assigned firms.
• Coordinates, tracks, and reports on invitations and/or firm approvals for financial advisor attendance at Corebridge life and retirement events.
• Manage and prioritize Firelight and eSignature implementations.
• Maintains contact list for assigned and/or all partners with active agreements with Corebridge in CRM system.
• Manage and deliver Strategic Accounts training to new Internal Wholesalers.
• Manage and deliver or support the Strategic Account Manager in the delivery of trainings, updates, firm visits, and Sales Desk Campaigns to Internal and External Sales.
• Manages projects that support Strategic Accounts and/ or senior leadership.
• Prepares payment requests, processes bills, and tracks all firm related expenses.
• Up to 25% travel to Broker/Dealer meetings, conferences, and back-offices to assist the Strategic Account Manager and National Sales Manager.

Experience Requirements

The Strategic Account Associate needs to demonstrate prior accomplishments in sales support or account management support. Experience in financial services is preferred.

The preferred candidate will also have:

• Excellent interpersonal skills.
• Proficiency in written and oral communication.
• Good organizational, analytical, and problem-solving skills.
• Ability to work independently and in a team environment.
• Proficiency in Microsoft Office.
• Excellent time management skills.
• A Bachelors degree in business or related field.
• FINRA Series 6, 63, and/or required Life/Health licenses.

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 (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company