Retirement Plan Consultant - Jacksonville, FL
On-site · Jacksonville, Florida, United States
Job Summary
The Retirement Plan Consultant will provide objective guidance aligned with the needs of plan sponsors and employees for retirement savings plans. Responsibilities include conducting individual and group presentations to enhance awareness of plan features, participating in benefits fairs and new employee orientations, and meeting with participants to educate about plan participation. A competitive salary with bonus potential is offered along with comprehensive benefits, including immediate access to medical, dental, vision, and retirement plans. Ideal candidates should possess high school education, relevant industry licenses, and excellent presentation skills.
Required Qualifications
- High school diploma or GED required
- Bachelor's Degree preferred
- Appropriate state insurance licenses required
- Must have excellent presentation skills
Desired Qualifications
- Series 7
- Series 66
- CFP
- ChFC
- Bilingual Spanish/English
Additional Requirements
- Candidates must not have made political contributions that would disqualify them under federal/state pay-to-play rules. Applicants required to disclose U.S. political contributions made over the past two years.
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