Financial Services Representative

SkyKey Financial; San Leandro (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Ongoing training & support

Growth opportunities

No cold calling, appointments set for you

Job summary

A financial services company in San Leandro, California is looking for motivated Retirement Specialists. This role involves educating clients on retirement options and life insurance, maintaining strong relationships, and staying updated on industry regulations. Both part-time and full-time opportunities are available, with ongoing training and support provided. Competitive individuals, particularly those with athletic backgrounds, are encouraged to apply. Candidates must be 18 years or older and hold a Life Insurance License or be willing to obtain one.

Qualifications

• Must be at least 18 years old as required by state law.
• Ability to work independently and as part of a team.

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.

Skills

Strong communication skills

Sales skills

Self-motivated

Goal-oriented mindset

Education

Life Insurance License (or willingness to obtain)

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!