Retirement Plan Consultant - Lafayette, La

CoreBridge Financial Services

Lafayette, LA, US
Base: salary pyid position; bonus: incentive bonus...
Fully remote
Excellent presentation skills required
Conduct individual and group presentations
Participate in benefit fairs and orientations
CoreBridge Financial Services is seeking a Retirement Plan Consultant who will provide financial guidance to employees and plan sponsors. The role involves conducting presentations to improve awareness of retirement plans and requires strong communication skills, along with relevant certifications

Job Summary

  • The role provides objective guidance to plan sponsors and employees regarding retirement savings plans.
  • Employees receive a competitive salary with bonus potential based on pre-defined metrics and client satisfaction.
  • The position includes comprehensive benefits such as immediate medical access, a 401(k) match up to 6%, and paid time off.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Retirement Plan Consultant who will provide financial guidance to employees and plan sponsors. The role involves conducting presentations to improve awareness of retirement plans and requires strong communication skills, along with relevant certifications.

Salary

Base: Salary paid position; Bonus: Incentive bonus opportunity available; Benefits: Medical, dental, vision, life, 401(k) match

Skills & Requirements

Must-have

  • Excellent presentation skills required
  • Conduct individual and group presentations
  • Participate in benefit fairs and orientations

Nice-to-have

  • Bilingual Spanish/English skills a plus
  • Inclusive culture embracing different perspectives
  • Collaborative enterprise approach

Key Requirements

  • High school diploma or GED required
  • Series 7 and Series 66 licenses preferred
  • Appropriate state insurance licenses required
  • CFP or ChFC designations desirable

Work Rights

Not specified

Tailored Resume

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