Retirement Specialist - Pre-Booked Appointments & Growth

SkyKey Financial; Antioch (CA); On-site; USD 40,000 - 70,000; Part time

Benefits offered by this job

Ongoing training & support

Growth opportunities

Pre-set appointments with no cold calling

Job summary

A financial services company in California seeks motivated Retirement Specialists. Ideal candidates possess strong communication and sales skills, are self-motivated, and may be required to obtain a Life Insurance License. Responsibilities include educating clients on retirement options and maintaining client relationships. Both part-time and full-time positions are offered, featuring ongoing training and support without the need for cold calling. If you have an athletic background or enjoy competitive environments, this may be a great fit.

Qualifications

• Must be at least 18 years old as required by state law.
• Ability to work independently and as part of a team.

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 skills

Sales skills

Self-motivated

Goal-oriented mindset

Education

Life Insurance License (or willingness to obtain)

Job description

A financial services company in California seeks motivated Retirement Specialists. Ideal candidates possess strong communication and sales skills, are self-motivated, and may be required to obtain a Life Insurance License. Responsibilities include educating clients on retirement options and maintaining client relationships. Both part-time and full-time positions are offered, featuring ongoing training and support without the need for cold calling. If you have an athletic background or enjoy competitive environments, this may be a great fit.