Retirement Specialist — Growth, Training, Flexible Hours

SkyKey Financial; East Palo Alto (CA); Hybrid; USD 40,000 - 70,000; Part time

Benefits offered by this job

Ongoing training & support

Growth opportunities

Appointments preset—No Cold Calling!

Job summary

A financial services firm based in California is seeking motivated Retirement Specialists. Both part-time and full-time positions are available. Responsibilities include educating clients about retirement options, maintaining strong client relationships, and staying updated on industry regulations. Candidates should possess strong communication and sales skills, and a Life Insurance License is either required or must be obtained. This is a great opportunity for those passionate about making a difference in clients' lives.

Qualifications

• Life Insurance License required, or willingness to obtain it.
• Strong communication and sales skills are essential.
• Self-motivated with a goal-oriented mindset required.

Responsibilities

• Educate clients on retirement options and life insurance policies.
• Build and maintain strong client relationships.
• Stay updated 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 firm based in California is seeking motivated Retirement Specialists. Both part-time and full-time positions are available. Responsibilities include educating clients about retirement options, maintaining strong client relationships, and staying updated on industry regulations. Candidates should possess strong communication and sales skills, and a Life Insurance License is either required or must be obtained. This is a great opportunity for those passionate about making a difference in clients' lives.