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Retirement Plan Consultant II - Pasco County, FL

Remote, USA Full-time Posted 2026-08-04

High school diploma required (bachelor's preferred). Series 7/66 and state insurance licenses preferred/required. CFP/ChFC desirable. Excellent presentation skills; bilingual Spanish a plus.

Key Responsibilities

  • conducting presentations
  • educating participants
  • supporting enrollments

Job Details

  • Category: Sales
  • Seniority: Mid Level
  • Commitment: Full Time
  • Workplace: Remote — reputed company or Tampa or Pasco County
  • Languages: English

Benefits

  • 401k matching
  • Generous reputed company time off
  • Tuition reimbursement
  • Retirement plan

About reputed company

A financial services company providing retirement solutions and insurance products to help people plan and secure their financial reputed company. — Industry: Finance

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