Associate Financial Advisor

SkyKey Financial

Laguna Niguel (CA)

On-site

USD 40,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Ongoing training & support
Growth opportunities
Appointments preset by marketing group
No cold calling

Job summary

A financial services firm in California is seeking motivated Retirement Specialists. The ideal candidates are competitive and disciplined, with opportunities for both part-time and full-time roles. Responsibilities include educating clients on retirement options and building strong relationships. Candidates should possess strong communication and sales skills, be self-motivated, and ideally hold a Life Insurance License. Join us to advance your career without the hassle of cold calling!

Qualifications

  • Must obtain a Life Insurance License if not currently held.
  • Strong communication skills are essential.
  • Self-motivated individuals are preferred.
  • Ability to work independently and as part of a team.
  • Must be at least 18 years old as required by state law.

Responsibilities

  • Educate clients about retirement options and life insurance.
  • Build and maintain strong client relationships.
  • Stay informed about industry regulations and products.

Skills

Strong communication skills
Sales skills
Self-motivated
Ability to work independently

Education

Life Insurance License

Job description

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.

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