Retirement Specialist — Growth, Training, Flexible Hours

SkyKey Financial; Monterey (CA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Ongoing training & support

Growth opportunities

No Cold Calling - appointments preset by marketing

Job summary

A financial services company based in Monterey, California, is seeking motivated Retirement Specialists to join their team. Ideal candidates include scholar-athletes and those with athletic backgrounds, as they have shown success in sales and client relationship roles. Responsibilities include educating clients on retirement options, maintaining strong relationships, and navigating industry regulations. Both part-time and full-time opportunities are available, making this position suitable for various schedules. Apply today to advance your career!

Qualifications

• Must be at least 18 years old as required by state law.
• Willingness to obtain a Life Insurance License if not already licensed.
• Strong communication and sales skills necessary.

Responsibilities

• Educate and assist clients in selecting the best retirement options.
• Build and maintain strong client relationships.
• Stay up to date on industry regulations and products.

Skills

Life Insurance License (or willingness to obtain)

Strong communication skills

Sales skills

Self-motivated

Goal-oriented mindset

Ability to work independently

Ability to work as part of a team

Job description

A financial services company based in Monterey, California, is seeking motivated Retirement Specialists to join their team. Ideal candidates include scholar-athletes and those with athletic backgrounds, as they have shown success in sales and client relationship roles. Responsibilities include educating clients on retirement options, maintaining strong relationships, and navigating industry regulations. Both part-time and full-time opportunities are available, making this position suitable for various schedules. Apply today to advance your career!