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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, including personalized retirement and financial planning, while leveraging technology to enhance operational efficiency. Proven ability to build client relationships and expand business through effective marketing strategies.
Highest-signal resume keywords
Financial AdvisingSales Track RecordFINRA Series 7 LicenseState Variable Life and Health LicenseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRetirement PlanningSales TechniquesClient ConsultationBusiness Development
Soft Skills
CollaborationCommunicationCustomer ServiceProblem Solving
Tools & Technologies
Company-Provided TechnologyEmail Marketing ToolsCustom Flyer Creation
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseState Variable Life and Health License
Industry Keywords
Financial ServicesClient AcquisitionPay-to-Play RulesPolitical Contributions Disclosure
About the role
Key responsibilities & impact- Meet with existing and prospective clients to plan their financial future
- Utilize company-provided technology and tools to improve operations
- Use mailings, email blasts, and customized flyers to expand the business and reach new customers
- Collaborate with co-workers and the District Vice President to learn new skills, methods, and best practices
- Provide personalized retirement and financial planning experiences for customers and their families
- Create an individual schedule and build the business and career on the candidate’s terms
Requirements
What you’ll need- High school diploma or GED
- Ideally, 2+ years of experience working as a Financial Advisor
- A proven and successful sales track record
- Active FINRA Series 7 license and Series 63 and 65 or 66
- Active state variable life and health license
- Candidates must not have made political contributions that would disqualify the candidate or Corebridge Financial under applicable pay-to-play rules
- Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years
- Up to 25% travel may be required
Benefits
Comp & perks- 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
- Mental health support and wellness initiatives
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days
- 401(k) dollar-for-dollar company matching contribution of up to 6% of eligible pay and company contribution equal to 3% of eligible pay; contributions vest immediately