Associate Financial Advisor

SkyKey Financial; East Palo Alto (CA); Ibrido; USD 40.000 - 70.000; Part-time

Vantaggi offerti da questo lavoro

Ongoing training & support

Growth opportunities

Appointments preset—No Cold Calling!

Descrizione del lavoro

A financial services firm based in California is seeking motivated Retirement Specialists. Both part-time and full-time positions are available. Responsibilities include educating clients about retirement options, maintaining strong client relationships, and staying updated on industry regulations. Candidates should possess strong communication and sales skills, and a Life Insurance License is either required or must be obtained. This is a great opportunity for those passionate about making a difference in clients' lives.

Competenze

• Life Insurance License required, or willingness to obtain it.
• Strong communication and sales skills are essential.
• Self-motivated with a goal-oriented mindset required.
• Ability to work independently and as part of a team.
• Must be at least 18 years old per state law.

Mansioni

• Educate clients on retirement options and life insurance policies.
• Build and maintain strong client relationships.
• Stay updated on industry regulations and products.

Conoscenze

Strong communication skills

Sales skills

Self-motivated

Goal-oriented mindset

Age 18+

Formazione

Life Insurance License (or willingness to obtain)

Descrizione del lavoro

SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR!

SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit.

Both Part‑time and Full‑time openings are available.

What We Offer:

• Ongoing training & support
• Growth opportunities
• Our Marketing Group presets your appointments on your calendar - No Cold Calling!

Responsibilities:

• Educate and assist clients in selecting the best retirement options and life insurance policies
• Build and maintain strong client relationships
• Stay up to date on industry regulations and products

Qualifications:

• Life Insurance License (or willingness to obtain)
• Strong communication & sales skills
• Self‑motivated with a goal‑oriented mindset
• Ability to work independently and as part of a team
• Must be at least 18 years old as required by state law

If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join SkyKey Financial and take your career to new heights. Apply Today!

Please note: Update your Zoom display name before the meeting. This will help us recognize you and allow you to join quickly without any issues.