Trainee Pension Consultant
DECANON FINANCIAL & INSURANCE AGENC
Job Description
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.
Company Description
Governance Framework, Educator‑Focused Mission, Hybrid Training Model, Professional Development
Company Description
Governance Framework, Educator‑Focused Mission, Hybrid Training Model, Professional Development
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