Retirement Specialist

Skykeyfinancial; New York (NY); On-site; USD 50,000 - 250,000; Full time

Job summary

A financial services company is seeking a motivated and client-focused Retirement Specialist. This role involves educating and assisting clients with their retirement options and life insurance policies, ensuring strong client relationships, and compliance with industry regulations. Opportunities for both part-time and full-time employment are available, with ongoing support and training.

Benefits

Ongoing training & support

Growth opportunities

No Cold Calling

Qualifications

• Must be at least 18 years old as required by state law.

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

Sales skills

Self-motivated

Team collaboration

Education

Life Insurance License

Job description

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Join to apply for the Retirement Specialist role at SkyKey Financial

This range is provided by SkyKey Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $250,000.00/yr

SkyKey Financial is looking for a motivated and client-focused Retirement Specialist to join our team! If you have a passion for helping others secure their financial future, we want to hear from you!

**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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Financial Services and Insurance

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