Retirement Plan Consultant Ii - Charleston, Sc

CoreBridge Financial Services

Charleston, SC, US
Salary pyid position; bonus potential based on met...
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Excellent presentation skills required
Series 7 or series 66 license preferred
State insurance licenses required
** CoreBridge Financial Services is seeking a Retirement Plan Consultant for a fully remote position based in Charleston, SC. The role involves providing guidance to plan sponsors and employees, conducting presentations, and participating in education campaigns to increase plan participation. **

Job Summary

  • The role involves providing objective guidance to plan sponsors and employees regarding retirement savings plans.
  • Candidates will conduct individual and group presentations to improve awareness of plan features and grow plan assets.
  • The position offers a competitive salary with bonus potential, immediate access to medical benefits, and a 401(k) match.

Matching Summary

Match Score: 75

** CoreBridge Financial Services is seeking a Retirement Plan Consultant for a fully remote position based in Charleston, SC. The role involves providing guidance to plan sponsors and employees, conducting presentations, and participating in education campaigns to increase plan participation. **

Salary

Salary paid position; Bonus potential based on metrics; Competitive benefits package including 401(k) match

Skills & Requirements

Must-have

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

Nice-to-have

  • Bilingual Spanish/English skills a plus
  • CFP or ChFC designation desirable
  • Experience with financial literacy meetings

Key Requirements

  • High school diploma or GED required
  • Bachelor's Degree preferred
  • Appropriate state insurance licenses required

Work Rights

Not specified

Tailored Resume

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