What are the responsibilities and job description for the Retirement Income Specialist (Bilingual) position at Wealth Integrity Partners?
Bilingual Retirement Income Specialist (Spanish/English) — Ontario, CA
Wealth Integrity Partners is hiring a Spanish/English bilingual Retirement Income Specialist to help Inland Empire families prepare for — and live confidently in — retirement. You don't need a finance background. You need strong people skills, professionalism, and the drive to learn a real career. We provide the training, the license path, the marketing, and the office.
What you'll do
- Present educational retirement workshops
- Meet with attendees, answer their questions, and schedule follow-up appointments
- Guide clients through retirement income planning, Social Security timing, and asset-protection strategies
- Build long-term relationships rooted in education, not pressure
What we provide
- Paid marketing and advertising — your workshops and appointments come to you. No cold calling, no buying your own leads.
- Full training and mentorship directly from our founder, a Retirement Income Specialist and Certified National Social Security Advisor
- A clear path to your California Life Insurance License — already licensed is a plus; if you're not, we'll guide you through it
- Dedicated office space near Ontario Airport
Who you are
- Fluent in Spanish and English, and comfortable presenting to a room
- Living in the Inland Empire or nearby LA County
- Available on Saturdays for workshops
- Solid grasp of basic financial and money-management concepts
- Life experience you can draw on to connect with retirees and pre-retirees
- Hold a California Life Insurance License, or are willing to obtain one (we'll help)
Wealth Integrity Partners is an equal opportunity employer.