Job Description

Administrative / Sales Support

Location: Agoura Hills, CA

Type: Full-time

Compensation: [Insert hourly range or “Based on experience”]

We’re a retirement planning and insurance services firm in Agoura Hills, CA, seeking an organized, driven professional to join our team. We teach live classes and host webinars on how to build a successful retirement. This is a front-facing, client‑support role — you’ll assist in delivering a five-star experience to the people who attend our events and become our clients.

Your Role Will Include:

• Supporting our financial advisor and presenter during evening classes (4–6/month)
• Answering phones and calling clients to confirm appointments, gather documents, and answer questions
• Creating and managing Excel spreadsheets to keep things on track
• Maintaining a clean, professional look both in-office and at public events
• General admin support, scheduling, file management
• Using Mac/Apple systems (our office is fully Apple-based)

Must-Haves:

• Strong multitasking and organizational skills
• Comfortable with technology and learning new systems
• Friendly, professional communication — on the phone and in person
• Able to pass a background check
• Reliable transportation to attend occasional evening events

Nice-to-Haves (but not required):

• Insurance license (or willingness to get one — we’ll pay for it)
• Experience in sales support, marketing, or financial services
• Familiarity with portfolio management or Schwab platforms

Why This Role Matters:

You’ll often be the first voice and face clients encounter — the one they come back to with questions and trust with details. We’re a boutique office with national reach through our affiliate network, and your work will directly impact the client experience. You won’t get lost in a cubicle farm here. You’ll matter.

Next Step:

If you’re professional, proactive, and looking to grow with a mission-driven firm — we want to hear from you. Apply with your resume and a short note on why this role caught your eye.

Job Tags

Hourly pay, Full time, Work at office, Afternoon shift,

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