Retirement Plan Consultant - Pensacola, Fl

CoreBridge Financial Services

Pensacola, FL, US
Base: salary pyid; bonus: incentive bonus based on...
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Excellent presentation skills required
Series 7 or series 66 license preferred
State insurance licenses required
** CoreBridge Financial Services is seeking a Retirement Plan Consultant in Pensacola, FL, to provide guidance and education to plan sponsors and employees regarding retirement savings plans. The role emphasizes collaboration, accountability, and innovation, in line with the company's core values, and offers a competitive benefits package. **

Job Summary

  • The role involves conducting individual and group presentations to improve awareness of retirement plan features and grow plan assets.
  • Candidates will actively participate in benefit fairs, new employee orientations, and annual plan reviews to increase participation rates.
  • The position offers a competitive salary with bonus potential, immediate access to comprehensive medical benefits, and a generous 401(k) match.

Matching Summary

Match Score: 75

** CoreBridge Financial Services is seeking a Retirement Plan Consultant in Pensacola, FL, to provide guidance and education to plan sponsors and employees regarding retirement savings plans. The role emphasizes collaboration, accountability, and innovation, in line with the company's core values, and offers a competitive benefits package. **

Salary

Base: Salary paid; Bonus: Incentive bonus based on metrics and satisfaction; Benefits: Medical, dental, vision, life, 401(k) with match

Skills & Requirements

Must-have

  • Excellent presentation skills required
  • Series 7 or Series 66 license preferred
  • State insurance licenses required

Nice-to-have

  • Bilingual Spanish/English skills a plus
  • CFP or ChFC designation desirable
  • Passion for financial literacy education

Key Requirements

  • High school diploma or GED required
  • Bachelor's Degree preferred
  • Series 7, Series 66, and state insurance licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter