Retirement Specialist — Client Growth & Training

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

Benefits offered by this job

Ongoing training & support

Growth opportunities

Job summary

SkyKey Financial in Seaside, California is seeking motivated Retirement Specialists for both part-time and full-time openings. Candidates with athletic backgrounds are encouraged to apply due to their proven success in sales roles. The position offers ongoing training and support, no cold calling thanks to a marketing group that sets appointments. Responsibilities include educating clients about retirement options and life insurance, as well as maintaining strong client relationships. Must have strong communication skills and a willingness to obtain a Life Insurance License.

Qualifications

• Must be at least 18 years old as required by state law.
• Ability to work independently and as part of a team.
• Competitive, disciplined, and purpose-driven candidate.

Responsibilities

• Educate and assist clients in selecting 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

Education

Life Insurance License (or willingness to obtain)

Job description

SkyKey Financial in Seaside, California is seeking motivated Retirement Specialists for both part-time and full-time openings. Candidates with athletic backgrounds are encouraged to apply due to their proven success in sales roles. The position offers ongoing training and support, no cold calling thanks to a marketing group that sets appointments. Responsibilities include educating clients about retirement options and life insurance, as well as maintaining strong client relationships. Must have strong communication skills and a willingness to obtain a Life Insurance License.