Retirement Plan Consultant - Panama City, FL
Remote · Panama City, Florida, United States or US
Job Summary
The Retirement Plan Consultant will educate employees about retirement savings plans through individual and group presentations, both in-person and via video technology. Responsibilities include conducting enrollment meetings, participating in benefit fairs, and collaborating on financial education initiatives. This role requires excellent presentation skills and appropriate financial licenses, with a preference for candidates with a Bachelor's Degree and professional certifications like CFP or ChFC. The position offers a competitive salary with bonus potential and access to substantial benefits.
Required Qualifications
- High school diploma or GED required
- Bachelor's Degree preferred
- Series 7, Series 66 preferred
- appropriate state insurance licenses required
- Must have excellent presentation skills
Desired Qualifications
- Bilingual Spanish/English skills a plus
- CFP, ChFC or similar designations desirable
Additional Requirements
- Candidates for the role must not have made any political contributions that would disqualify them from conducting business for Corebridge Financial
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.