Retirement Specialist

Job not on LinkedIn

🔥 26 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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COR Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💸 Finance

🛡️ Insurance

👥 B2C

Finance • Insurance • B2C

COR Financial Partners is a financial advisory firm that helps families and professionals build retirement security through personalized planning and insurance-based solutions. They specialize in retirement income strategies, indexed annuities, life insurance, and long-term care planning, and provide tools and resources such as a retirement calculator, Safe Money Blueprint, retirement risk score, educational guides, and video insights. COR emphasizes protection without overpaying, predictable income without stock market dependence, and offers free consultations and planning materials to consumers nationwide.

📋 Description

• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs. • Develop and implement personalized investment strategies based on clients' goals and risk tolerance. • Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws. • Maintain strong customer relationships through effective communication and exceptional service. • Stay up to date on financial regulations and market trends to provide informed advice.

🎯 Requirements

• Must be Age 18 or over • Background check required - No criminal history whatsoever • Willing to obtain a state license if you do not have one yet.

🏖️ Benefits

• A Competitive training program to help you get started • Mentorship and professional development training throughout your entire career • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards • The opportunity to pursue leadership and specialized roles • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management