What are the responsibilities and job description for the Life Insurance Specialist position at COR Financial Partners?
Job description:
Remote U.S. | Flexible Schedule | Performance-Based Commission | Career
Advancement | 1099 Position | Part-Time or Full-Time
Overview
COR Financial Partners is expanding and seeking driven professionals who are ready
to build a long-term career in financial consulting. We are a full-service financial
planning firm partnered with leading institutions across North America. Our focus is
helping individuals, families, and business owners create structured retirement
strategies, protect income, and build long-term financial confidence.
This opportunity is designed for individuals who want flexibility, professional growth, and
income directly tied to performance. This is a professional platform with leadership
potential.
Key Responsibilities
● Conduct virtual client consultations
● Analyze financial information to identify planning opportunities
● Educate clients on retirement income, protection, and tax-advantaged strategies
● Develop customized financial solutions aligned with client goals and risk
tolerance
● Support estate-planning concepts in coordination with licensed professionals
● Maintain long-term client relationships through structured follow-ups
● Participate in weekly training, compliance updates, and professional
development
This is a consultative, relationship-driven role focused on long-term value.
Core Planning Areas
● Retirement Planning
● Income Protection & Insurance Solutions
● Tax-Advantaged Accumulation Strategies
● College Funding/Head Start Planning
● Business Continuity & Key-Person Protection
● Corporate & Group Benefit Planning
Ideal Candidate
We are looking for professionals who demonstrate:
● Entrepreneurial mindset
● Personal accountability
● Strong communication skills
● High ethical standards
● Coachability and growth orientation
● Team-oriented while comfortable working independently
● Ability to thrive in a fast-paced, values-driven environment
Prior financial services experience is preferred but not required.
Client-facing or customer service experience is recommended.
Integrity and discipline matter more than background.