Retirement Plan Consultant - Shreveport, La

CoreBridge Financial Services

Shreveport, Louisiana, United States
Base: salary pyid position; bonus: incentive bonus...
Fully remote
Excellent presentation skills
Series 7 or series 66 license
State insurance licenses required
CoreBridge Financial Services is seeking a Retirement Plan Consultant in Shreveport, Louisiana, for a fully remote position that emphasizes collaboration, accountability, and inclusivity in its culture. The role involves educating plan sponsors and employees about retirement savings plans, requiring excellent presentation skills and relevant licenses

Job Summary

  • The role involves providing objective guidance to plan sponsors and employees regarding retirement savings plans.
  • Candidates will conduct individual and group presentations, including enrollment meetings and financial education sessions.
  • The position offers a competitive salary with bonus potential based on pre-defined metrics and client satisfaction.

Matching Summary

Match Score: 85

CoreBridge Financial Services is seeking a Retirement Plan Consultant in Shreveport, Louisiana, for a fully remote position that emphasizes collaboration, accountability, and inclusivity in its culture. The role involves educating plan sponsors and employees about retirement savings plans, requiring excellent presentation skills and relevant licenses.

Salary

Base: Salary paid position; Bonus: Incentive bonus available based on metrics; 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 in financial literacy

Key Requirements

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

Work Rights

Not specified

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