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About the Role
Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We provide leads, support, and market access while you focus on helping educators secure their financial future.
Responsibilities
- Conduct one-on-one retirement counseling for K–12 school employees
- Lead state pension education seminars at school sites during school hours
- Enroll clients in 403(b), 457(b), and other supplemental retirement plans
- Offer life insurance, estate planning, and additional financial strategies
- Provide long-term client service and relationship management
Requirements
- Life Insurance License (required)
- Series 65 or willingness to obtain quickly
- Clean background and E&O coverage
- Proven sales record with consultative approach
- Self-motivated with strong communication skills
- Experience with 403(b)/457(b) or school markets (preferred)
- Comfort with group presentations (preferred)
- Desire to work with mission-driven professionals (preferred)
Skills
- Sales
- Financial Planning
- Client Relationship Management
- Consultative Selling
- Communication
Work Type
- Full-Time
- Part-Time
- 1099
Experience Level
- Entry Level
- Mid-Career
Salary/Compensations
- $50,000-$75,000 for full-time advisors in Year 1
- Potential to exceed $100,000 in the first year
- Compounding income through renewal commissions in Year 2 and beyond
Benefits
- Leads provided
- Support provided
- Market access provided
- Scheduled presentations
- Client service support
- Annual review scheduling handled by call center
- Automated client touch-points
- Follow-up systems
- Administrative support
- Paperwork specialists
- Full back-office support
- Marketing materials
- CRM system (Salesforce)
- Office 365
- Ongoing training
- Mentorship
- Control over schedule
- Ability to accept or decline presentations
- Build equity in practice
- Institutional support
- Proprietary Teacher's Pension Classroom training program
- Weekly live training sessions
- On-the-job mentorship and coaching
- Market-specific expertise and updates
About the Company
- We are a national leader in K–12 financial wellness, focused on supporting educators and administrators.
- Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.
- We succeed only when our advisors succeed.
- We provide comprehensive support at no cost and maintain a 98% application success rate.