CoreBridge Financial Services is seeking a Retirement Plan Consultant for a fully remote position in Frederick County, Maryland. The role involves providing guidance on retirement plans, conducting presentations, and participating in education campaigns, with a competitive benefits package and incentive bonus opportunities
Job Summary
The role involves providing objective guidance to plan sponsors and employees regarding retirement savings plans.
Employees will conduct individual and group presentations to improve awareness of plan features and grow assets.
The position offers a competitive salary with bonus potential, immediate access to medical benefits, and a 401(k) match.
Matching Summary
Match Score: 85
CoreBridge Financial Services is seeking a Retirement Plan Consultant for a fully remote position in Frederick County, Maryland. The role involves providing guidance on retirement plans, conducting presentations, and participating in education campaigns, with a competitive benefits package and incentive bonus opportunities.
Salary
Base: $60,000-$70,000 historical average; Bonus: Commission based on metrics and satisfaction; Benefits: Medical, dental, vision, life, 401(k) match
Skills & Requirements
Must-have
Excellent presentation skills required
Series 7 or Series 66 license preferred
Ability to travel up to 25 percent
Nice-to-have
Bilingual Spanish and English skills
CFP or ChFC designation desirable
Experience in financial literacy education
Key Requirements
High school diploma or GED required
Bachelor's degree preferred
Appropriate state insurance licenses required
No disqualifying political contributions under SEC Rule 206(4)-5