Source Job

• Meet with existing and prospective clients to plan their financial future.
• Utilize company-provided technology and tools to improve your operation.
• Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

Corebridge Financial provides retirement solutions and insurance products. They are one of the largest providers in the United States and partner with financial professionals and institutions.

• Build trust and provide service that exceeds client expectations.
• Conduct need-based analysis for personalized financial recommendations.
• Convert strategy-only clients into full wealth management relationships.

They foster client relationships by giving investment advice. They are a dynamic team that helps clients with financial futures.

• Build and nurture strategic partnerships with Financial Services marketers across North America.
• Develop long-term consultative relationships with Financial Services clients to ensure revenue retention and identify opportunities for upsells.
• Be a trusted advisor and expert to clients, providing expertise on trends, challenges, and opportunities within the Financial Services landscape.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries, focusing on people agenda like DEI, work/life balance, and rewarding.

• You excel at bringing the right people to the table, solving issues and identifying opportunities
• You understand your customer by seeing your world through their perspective, speaking their language, and expressing the voice of your customer to improve Experian's solutions
• You achieve results and identify new ways to grow our business and expand current partnerships

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries with corporate headquarters in Dublin, Ireland.

• Engaging with customers via inbound calls and responding to their inquiries.
• Processing customer requests, including options, equities, and mutual fund trades.
• Enhancing relationships with high-net-worth clients with complex service needs.

Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.