Advisor Assistant

Part Time Advisor Assistant

Williamsville, NY

Who we are

Corebridge Financial is a leading global insurance organization. Building on 100 years of experience, today Corebridge Financial member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.

Get to know the business

Corebridge Financial is in the business of helping people achieve a secure and fulfilling retirement. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years. We call this being FutureFIT. This approach helps our customers take control of their financial wellness, helping millions of people plan and save for their goals. With the combined strength and wealth of products of Corebridge Financial and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help.

About the role

As a Part Time Advisor Assistant you will be responsible for:

• Generate energy, excitement, and passion around Corebridge Financial 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 an 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

What we are looking for

• 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
• 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
• # of hours per week: 24

The base hourly rate of pay for this position is $19.00 - $21.00. In addition, we’re proud to offer a range of competitive benefits to full-time employees, a summary of which can be viewed here: Benefits Overview.

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:

TH - Other

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company