Retirement Specialist

COR Financial Partners is a trusted financial services company dedicated to helping individuals, families, and businesses achieve their financial goals. Offering a range of services, including investment management, retirement planning, life insurance, and long-term care protection, COR Financial Partners takes a personalized approach to meet clients' unique needs. Our team of experienced professionals is committed to delivering tailored strategies that align with each client’s specific objectives.

Guided by integrity and expertise, we prioritize client success by providing education, innovative solutions, and unwavering support to navigate their financial journey with confidence.

• Assess client financial needs and uncover goals, gaps, and opportunities
• Create customized planning recommendations tailored to each client
• Guide clients through retirement, investment, insurance, and estate planning options
• Build long-term client relationships through trust, education, and consistent service
• Stay informed on financial products, market trends, and regulatory requirements

• College funding solutions
• Wealth preservation and insurance planning
• Business and corporate group benefits

• Professionals who enjoy working directly with people
• Individuals with strong communication skills and a client-first mindset
• Self-motivated, disciplined, and comfortable taking ownership of results
• Team-oriented individuals who value mentorship, growth, and collaboration

• Bachelor’s degree or some college coursework
• 2+ years of experience in customer service, financial services, sales, or other client-facing roles
• Life & Health Insurance License (or willingness to obtain)

• A competitive training program to help you get started
• Ongoing mentorship and professional development throughout your career
• A culture that promotes diversity, teamwork, work–life balance, recognition, and rewards
• Opportunities to pursue leadership and specialized roles
• Comprehensive planning and analysis tools, brokerage and advisory platforms, and wealth management resources

• Must be 18 years of age or older
• Valid driver’s license
• Background check required (no criminal history)
• Willingness to obtain required state licensing if not already licensed

• 100% performance-based compensation
• Typical annual earnings range of $50,000–$100,000+, depending on effort, licensing, and production