Description
About SoCal SafetyNet Co.:
At SoCal SafetyNet Co., we believe every educator and staff member deserves to retire with dignity and on their own terms. We specialize in guiding LAUSD employees through their retirement options, ensuring they have the knowledge and support needed to make informed decisions.
Job Description:
We are looking for motivated individuals who are passionate about helping people secure their financial futures. As a Retirement Specialist, you will assist LAUSD employees in understanding their pension options, benefits, and financial strategies to ensure a smooth transition into retirement.
Key Responsibilities:
Educate LAUSD employees on their retirement benefits, including CalSTRS and CalPERS.
Provide personalized consultations to help clients create a retirement plan that fits their needs.
Assist with paperwork and the retirement application process.
Use Google Workspace (Docs, Sheets, Drive, Gmail, Calendar) and other digital tools to manage client interactions and documentation.
Stay informed on retirement policies and changes that impact LAUSD employees.
Conduct virtual or in-person meetings at your convenience.
Qualifications:
Strong desire to help people retire with dignity and confidence.
Comfortable using Google Workspace, email, and other online applications.
Excellent communication and people skills.
Self-motivated, organized, and able to work independently.
No prior financial or retirement planning experience required—training provided!
Why Join SoCal SafetyNet Co.?
Commission-Based Pay – Unlimited earning potential based on performance.
Independent Contractor Role – Be your own boss and set your own schedule.
Make a Difference – Help educators and staff secure their financial future.
Support & Training – We provide the tools and guidance you need to succeed.
If you’re passionate about making a real impact in people’s lives and want the freedom to work on your terms, we’d love to hear from you!
NOTICE: It is essential to attempt the pre-screeners provided during the application process. Applications lacking completed pre-screeners will not be taken into consideration for this position.
At SoCal SafetyNet Co., we believe every educator and staff member deserves to retire with dignity and on their own terms. We specialize in guiding LAUSD employees through their retirement options, ensuring they have the knowledge and support needed to make informed decisions.
Job Description:
We are looking for motivated individuals who are passionate about helping people secure their financial futures. As a Retirement Specialist, you will assist LAUSD employees in understanding their pension options, benefits, and financial strategies to ensure a smooth transition into retirement.
Key Responsibilities:
Educate LAUSD employees on their retirement benefits, including CalSTRS and CalPERS.
Provide personalized consultations to help clients create a retirement plan that fits their needs.
Assist with paperwork and the retirement application process.
Use Google Workspace (Docs, Sheets, Drive, Gmail, Calendar) and other digital tools to manage client interactions and documentation.
Stay informed on retirement policies and changes that impact LAUSD employees.
Conduct virtual or in-person meetings at your convenience.
Qualifications:
Strong desire to help people retire with dignity and confidence.
Comfortable using Google Workspace, email, and other online applications.
Excellent communication and people skills.
Self-motivated, organized, and able to work independently.
No prior financial or retirement planning experience required—training provided!
Why Join SoCal SafetyNet Co.?
Commission-Based Pay – Unlimited earning potential based on performance.
Independent Contractor Role – Be your own boss and set your own schedule.
Make a Difference – Help educators and staff secure their financial future.
Support & Training – We provide the tools and guidance you need to succeed.
If you’re passionate about making a real impact in people’s lives and want the freedom to work on your terms, we’d love to hear from you!
NOTICE: It is essential to attempt the pre-screeners provided during the application process. Applications lacking completed pre-screeners will not be taken into consideration for this position.