What are the responsibilities and job description for the Advisor Assistant position at Corebridge Financial?
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life
Florence, KY
About The Role
As a Part Time Advisor Assistant you will be responsible for:
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. 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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area
SM - Sales & Marketing
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
American General Life Insurance Company
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work
Florence, KY
About The Role
As a Part Time Advisor Assistant you will be responsible for:
- Generate energy, excitement, and passion around Corebridge products! You are aware and have a deep understanding that Corebridge Financial provides a customer service experience to our customers that is industry leading
- Provide administrative support to a Corebridge Financial professional
- Monitor and manage financial professional’s calendar and client leads
- Provide loyalty-building service to clients by answering incoming phone calls/requests/emails
- Assist with processing paperwork and client mailings
- Effectively communicate policy information and company procedures to all clients
- Performing other office tasks such as copying, taking messages, distributing mail items, etc.
- This position will neither perform selling duties, nor advise clients
- Advisor assistants that are action oriented, high energy, personable, empathetic, and have a genuine desire to help our clients
- Excellent communication skills, both oral and written
- Must have a high degree of confidentiality with all client interactions and documents
- Must possess strong organizational skills for compliance audits
- Proficient with MS Office and strong professional typing skills required
- Bachelor’s degree preferred; HS Diploma or GED required
- 2 years of customer service or administrative experience preferred
- No securities licensing required
- Salesforce experience a plus
- Hours: 20 hours per week
- Office location: 1511 Cavalry Drive, Suite 202, Florence, KY 41042
- 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR
- 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. 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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.
Applications will be accepted for this position until a satisfactory candidate pool has been identified
Functional Area
SM - Sales & Marketing
Estimated Travel Percentage (%): No Travel
Relocation Provided: No
American General Life Insurance Company