Full job description
We are seeking a dedicated Retirement Plan Specialist to help school employees navigate their retirement planning journey. Our company offers a wide variety of insurance services and retirement plans, and our goal is to find the best solutions for each client.
Say goodbye to cold calling and lead generation expenses. We set you up with pre-qualified prospects and pre-scheduled appointments, giving you the time and resources to focus on what truly matters – helping educators plan their retirement.
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Our clients are public servants who work in the school district marketplace. You’ll have the chance to help educators K-12 and administrative school staff by providing tailored advice on various retirement plans. The public employee sector is huge and presents a unique opportunity to help staff in a way that is both worthwhile and rewarding. Training on State Pension Plans will be provided.
Our clients choose to engage in long-term Financial Planning Relationships, fostering enduring connections. You’ll have the opportunity to offer life insurance products or investment advisory services.
Embrace the convenience and freedom of remote work. Our advisors thrive in a flexible, hybrid environment, enabling them to work when and where it suits them best.
Insurance Agent Requirements and Qualifications:
- CA Life and Health Licensed (Required)
- Series 65/66 license (Preferred)
- 3+ Years of Financial Services and Insurance Sales Experience
- With Annuity Sales Background
- Proficient with Technology (Including virtual meeting platforms, insurance software for client transactions, Microsoft Office- PowerPoint and Excel)
- Strong Communication Skills
- Organized and Self-Motivated
Pay: $60,000.00 – $100,000.00 per year
All appointments will be done over video conference.
Note: This is a 1099 independent contractor position.
Job Type: Contract
Pay: From $60,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
Physical Setting:
- Office
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
- Commission pay
Experience:
- Financial concepts: 3 years (Required)
License/Certification:
- State of California Life and Health License (Required)
Work Location: Remote
work from home jobs hiring immediately
