Retirement Plan Consultant - Pensacola, FL
On-site · Pensacola, Florida, United States
Job Summary
The Retirement Plan Consultant will conduct individual and group presentations to improve awareness of retirement plan features and grow plan assets, including enrollment meetings and age-based financial education. Responsibilities entail participation in annual plan reviews, benefit fairs, and assisting with targeted education campaigns. A competitive benefits package is provided with immediate access to health insurance, retirement savings plans, and professional support. This position requires strong presentation skills and financial licensing, while candidates should have a high school diploma as a minimum educational requirement.
Required Qualifications
- High school diploma or GED required
- Bachelor's Degree preferred
- Series 7 and Series 66 preferred and appropriate state insurance licenses required
Desired Qualifications
- Bilingual Spanish/English skills a plus
- CFP, ChFC or similar designations desirable
- Excellent presentation skills
Additional Requirements
- Candidates must disclose all U.S. political contributions made over the past two years
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