Retirement Specialist

COR Financial Partners is a premier financial services company dedicated to guiding individuals, families, and businesses in achieving their financial aspirations. Offering a range of services, including investment management, retirement planning, life insurance, and long-term care solutions, the company takes a personalized approach to meet clients' unique needs. With a team of experienced and licensed professionals, COR Financial Partners is committed to delivering tailored strategies that align with long-term goals.

Grounded in integrity, expertise, and a client-first approach, the company provides innovative solutions and ongoing support to help clients navigate their financial journeys confidently.

This is a part-time or full-time remote role located in Patrick Springs, VA. As a Retirement Specialist at COR Financial Partners, you will collaborate closely with clients to assess their retirement needs and develop tailored plans that align with their financial goals. Primary responsibilities include conducting assessments of retirement readiness, advising on employee benefits, guiding clients through insurance options, and providing expertise on financial planning strategies.

A focus will also be placed on educating clients about investment options and monitoring their plans to ensure they stay on track.

• Excellent Communication skills, including the ability to build strong client relationships and explain complex topics effectively
• A client-focused mindset with strong organizational and time-management skills