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:
Must-Haves:
Nice-to-Haves (but not required):
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.
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