Retirement Plan Consultant - Broward County, Fl

CoreBridge Financial Services

Broward County, FL, US
Base: salary pyid; bonus: incentive bonus based on...
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 for a fully remote position in Broward County, FL. The ideal candidate will provide guidance on retirement savings plans and conduct educational presentations, while the company offers competitive benefits and a supportive work culture

Job Summary

  • The role involves providing objective guidance to plan sponsors and employees while conducting educational presentations to 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: 85

CoreBridge Financial Services is seeking a Retirement Plan Consultant for a fully remote position in Broward County, FL. The ideal candidate will provide guidance on retirement savings plans and conduct educational presentations, while the company offers competitive benefits and a supportive work culture.

Salary

Base: Salary paid; Bonus: Incentive bonus based on metrics and satisfaction; Benefits: Medical, dental, vision, life, 401(k) match up to 6%

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
  • CFP or ChFC designations desirable
  • Collaborative enterprise culture

Key Requirements

  • High school diploma or GED required
  • Series 7 and Series 66 licenses preferred
  • Appropriate state insurance licenses required
  • Up to 25% travel may be required

Work Rights

Not specified

Tailored Resume

Cover Letter