Trainee Pension Consultant

DECANON FINANCIAL & INSURANCE AGENC

Job Description

Trainee Pension Consultant (Hybrid W-2/1099)

Entry-Level • School-District Training • Exclusive Imperial County Retirement Account Territories • Virtual Sales & Lead Intake • Statewide Virtual Operations

Decanon Financial & Insurance Agency, LLC is seeking a Trainee Pension Consultant to support educator pension literacy, consumer proposals, and benefits-acquisition work across California.

This entry-level opportunity combines hands-on school-district training with statewide virtual operations and virtual sales opportunities. Trainees learn to assist California school employees with CalSTRS and CalPERS pension reviews , retirement-account education, and compliant proposal pathways.

What Sets This Opportunity Apart

Qualified trainees receive a combination of professional resources designed to help them develop their knowledge, licensing, and career:

Virtual Sales Opportunities with Qualified Lead Intake
Exclusive Retirement Account Territories in Imperial County
License Financing Available for Selected Qualified Applicants
Qualified Lead Intake Opportunities
Advanced Training & Mentorship
Agency-paid Errors & Omissions (E&O) Insurance
General Liability coverage
Workers’ Compensation coverage
School-district field training
Statewide virtual pension-literacy opportunities
District-travel reimbursement
Trip Incentives
Carrier Bonuses
Agency Bonuses

Rather than expecting new consultants to develop entirely on their own, our model emphasizes structured training, qualified lead opportunities, mentorship, professional coverage, compliance, and real-world experience.

Key Responsibilities

Pension Reviews
Conduct introductory pension assessments and assist educators in developing a better understanding of their CalSTRS or CalPERS retirement benefits.

Virtual Sales & Qualified Lead Intake
Participate in virtual sales opportunities supported by qualified lead intake , while learning to conduct professional consumer conversations, identify retirement needs, and support compliant proposal pathways.

Consumer Proposal Support
Learn Decanon’s compliant consumer-proposal and benefits-acquisition processes through structured training and mentorship.

District Training
Shadow and train in California school-district environments while developing the professional skills needed to work with educators and school employees.

Retirement Account Territory Development
Develop assigned opportunities within designated Imperial County Retirement Account Territories while following agency compliance, ethics, and governance standards.

Statewide Virtual Sessions
Provide pension-literacy and retirement-education support to California school employees through virtual sessions.

Qualifications

Professional communication skills
Strong reliability and work ethic
Willingness to learn CalSTRS, CalPERS, retirement accounts, and educator benefits
Ability to travel locally for district-based training
Ethical and governance-aligned approach to consumer interactions
Coachable and motivated to learn
Comfortable working in both in-person and virtual environments
Willingness to complete applicable licensing requirements

Compensation & Professional Support

Hybrid W-2 base compensation + 1099 commission opportunities
Virtual Sales Opportunities with Qualified Lead Intake
License Financing available for selected qualified applicants
Exclusive Imperial County Retirement Account Territories
Qualified Lead Intake Opportunities
Advanced training and ongoing mentorship
Agency-paid Errors & Omissions Insurance
General Liability and Workers’ Compensation coverage
District-travel reimbursement
Career advancement opportunities

Apply Today

Submit your application through ZipRecruiter to be considered for the Decanon Financial & Insurance Agency, LLC Trainee Pension Consultant program .

Build your career with an educator-focused pension consulting team centered on professional training, mentorship, qualified lead opportunities, virtual sales, ethical consumer service, and retirement literacy.

\nCompany Description

Governance Framework, Educator‑Focused Mission, Hybrid Training Model, Professional Development

Company Description

Governance Framework, Educator‑Focused Mission, Hybrid Training Model, Professional Development

Apply

Vacancy posted 19 days ago

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