Retirement Specialist — No Cold Calling, Training & Growth

SkyKey Financial; Encinitas (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Ongoing training & support

Growth opportunities

Appointment setting support - No Cold Calling!

Job summary

A financial services firm in California is seeking motivated Retirement Specialists. Candidates with athletic backgrounds are encouraged to apply as they often excel in sales and client relations. This role involves educating clients on retirement options and maintaining robust relationships. Both part-time and full-time positions are available, offering training, support, and growth opportunities. Ideal candidates will be self-motivated, possess strong communication skills, and have or be willing to obtain a Life Insurance License.

Qualifications

• Strong communication and sales skills are essential for this role.
• Self-motivated candidates with a goal-oriented mindset will excel.
• Ability to work independently and within a team is required.

Responsibilities

• Educate and assist clients in selecting retirement options.
• Build and maintain strong client relationships.
• Stay updated on industry regulations and products.

Skills

Strong communication skills

Sales skills

Self-motivated

Team collaboration

Education

Life Insurance License (or willingness to obtain)

Job description

A financial services firm in California is seeking motivated Retirement Specialists. Candidates with athletic backgrounds are encouraged to apply as they often excel in sales and client relations. This role involves educating clients on retirement options and maintaining robust relationships. Both part-time and full-time positions are available, offering training, support, and growth opportunities. Ideal candidates will be self-motivated, possess strong communication skills, and have or be willing to obtain a Life Insurance License.