Retirement Specialist - LAUSD Job at ACHIEVE TEST PREP, Woodland Hills, CA

aEZrZEdocVczaDhpZjNHMSsvaUtDejRNTEE9PQ==
  • ACHIEVE TEST PREP
  • Woodland Hills, CA

Job 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.

Job Tags

Full time, For contractors, Remote job,

Similar Jobs

Purple Drive

Senior Change Manager Job at Purple Drive

 ...Senior Change Manager Location: Lehi, UT Experience: 7+ Years Position Type: Full-Time / Contract Job Summary We are seeking a highly skilled Senior Change Manager to lead organizational change initiatives, support enterprise-wide transformations... 

Eleven Madison Park

Executive Sous Chef Job at Eleven Madison Park

 ...that overlooks Madison Square Park in New York City. First opened in 1998 as a French brasserie, the restaurant has been headed by Chef Daniel Humm since 2006 and owned by his company Make it Nice Hospitality since 2011. Eleven Madison Park has evolved significantly under... 

True Adventure Travel

Remote Travel Agent Job at True Adventure Travel

 ...Position: Remote Travel Agent Company Overview: True Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote company, with a team of passionate and experienced... 

New York University

Pediatric primary care physician clinical assistant / associate professor pediatrics pediatric primary care medicine Job at New York University

 ...Pediatric Primary Care Physician, Clinical Assistant/Associate Professor, Pediatrics, Pediatric Primary Care Medicine Location: Stony Brook, New York Open Date: Oct 23, 2025 Deadline: Dec 23, 2025 at 11:59 PM Eastern Time Description The Division of... 

Geographic Solutions

Puerto Rican - Spanish Speaking Translator Intern / Traductor Puertorriqueño - Hispanohablante Pasante (Intern) Job at Geographic Solutions

 ...Description Job Summary: The Puerto Rican - Spanish Speaking Transalator Intern will assist with translating the programs, manuals, quick reference cards, and content material of Geographic Solutions to Puerto Rican Spanish. Resumen del trabajo: El Pasante de...