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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.

Provide administrative and client support to a financial advisor: handle calls, data entry, paperwork processing, client mailings, account reviews, report preparation, and office tasks to enable advisor and regional success.

Drive implementation and oversight of annuity product initiatives (group and individual across fixed, fixed-indexed, RILA, and variable). Conduct market research and competitive intelligence, serve as product SME, develop business requirements and project plans, and coordinate cross-functional teams (IT, legal, compliance, finance, sales, marketing) for launches and enhancements.

Manage and maintain a large, compliant forms library across multiple repositories; ensure timely updates for product releases; analyze and rationalize assets; produce reports and process improvements; partner cross-functionally to optimize forms inventory and documentation.

Manage and scale marketing fulfilment processes and systems to support product launches and campaigns. Oversee inventory, shipping, digital asset management and order management systems, ensure regulatory compliance, produce reporting and insights, collaborate with product and sales teams, and recommend process and system improvements to increase efficiency and brand consistency.

The Senior Relationship Manager develops and maintains client relationships, ensures satisfaction, advises on pension plans, and leads presentations to manage institutional clients effectively.

The Azure Infrastructure Engineer will design, build, secure, and automate Azure platforms, focusing on platform engineering, networking, identity management, automation, and ensuring reliability, security, and compliance.

Provide personalized retirement and financial planning to clients, use company tools and marketing to grow business, collaborate with district leadership, and maintain required licenses and compliance with pay-to-play rules.