Administrative / Sales Support
Location: Agoura Hills, CA
Type: Full-time
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 public-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:
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.
