Associate Financial Advisor

SkyKey Financial; Monterey (CA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Ongoing training & support

Growth opportunities

No Cold Calling - appointments preset by marketing

Job summary

A financial services company based in Monterey, California, is seeking motivated Retirement Specialists to join their team. Ideal candidates include scholar-athletes and those with athletic backgrounds, as they have shown success in sales and client relationship roles. Responsibilities include educating clients on retirement options, maintaining strong relationships, and navigating industry regulations. Both part-time and full-time opportunities are available, making this position suitable for various schedules. Apply today to advance your career!

Qualifications

• Must be at least 18 years old as required by state law.
• Willingness to obtain a Life Insurance License if not already licensed.
• Strong communication and sales skills necessary.
• Ability to work independently and as part of a team.

Responsibilities

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

Skills

Life Insurance License (or willingness to obtain)

Strong communication skills

Sales skills

Self-motivated

Goal-oriented mindset

Ability to work independently

Ability to work as part of a team

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.