Retirement Solutions Advisor — No Cold Calling

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

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.