Retirement Plan Consultant - Ft Wayne, In

CoreBridge Financial Services

Ft Wayne, IN, US
Base: salary pyid; bonus: incentive bonus based on...
Fully remote
Excellent presentation skills
Series 7 or series 66 license
State insurance licenses required
CoreBridge Financial Services is seeking a Retirement Plan Consultant for a remote position in Fort Wayne, IN. The role involves providing guidance on retirement savings plans, conducting presentations, and supporting financial literacy initiatives while offering a competitive salary and benefits

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 comprehensive benefits, and a 401(k) match up to 6%.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Retirement Plan Consultant for a remote position in Fort Wayne, IN. The role involves providing guidance on retirement savings plans, conducting presentations, and supporting financial literacy initiatives while offering a competitive salary and benefits.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Bilingual Spanish/English skills
  • CFP or ChFC designation
  • Experience with benefit fairs

Key Requirements

  • High school diploma or GED required
  • Bachelor's degree preferred
  • Must hold appropriate state insurance licenses

Work Rights

Not specified

Tailored Resume

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