Retirement Planning Advisor — Appointments Preset & Growth

SkyKey Financial; Ceres (CA); Hybrid; USD 40,000 - 60,000; Part time

Benefits offered by this job

Ongoing training & support

Growth opportunities

Marketing group presets your appointments

Job summary

SkyKey Financial in Ceres, California, is seeking motivated Retirement Specialists. This role emphasizes building client relationships and educating clients about retirement options and policies while offering ongoing training and marketing support—no cold calling!

We're looking for individuals with strong communication and sales skills, who are self-motivated and goal-oriented. A Life Insurance License is preferred, or candidates must be willing to obtain it. Competitive individuals are encouraged to apply!

Qualifications

• Strong communication and sales skills are essential.
• Self-motivated individuals will excel in this role.
• Candidates must be at least 18 years old.

Responsibilities

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

Skills

Strong communication skills

Sales skills

Self-motivated

Team collaboration

Education

Life Insurance License or willingness to obtain

Job description

SkyKey Financial in Ceres, California, is seeking motivated Retirement Specialists. This role emphasizes building client relationships and educating clients about retirement options and policies while offering ongoing training and marketing support—no cold calling!

We're looking for individuals with strong communication and sales skills, who are self-motivated and goal-oriented. A Life Insurance License is preferred, or candidates must be willing to obtain it. Competitive individuals are encouraged to apply!