Independent Retirement Advisor - K-12 Educator Specialist

Teacher's Pension and Insurance Services; Paris (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Lead generation included

Salesforce CRM access

Office 365 and back-office support

Ongoing training and mentorship

Marketing materials

Job summary

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist to serve educators with 403(b)/457(b) retirement planning. This 1099, commission-and-fee-based role includes strong back‑office support, marketing materials, and ongoing mentorship to help you grow a six‑figure practice.

You will conduct on-campus seminars, enroll clients in retirement plans, and provide lifecycle services while building your own book within a supportive, mission‑driven framework.

Qualifications

• Life Insurance License is 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.

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.

Skills

Life Insurance License

Series 65

E&O coverage

Sales experience

Strong communication

Self-motivated

Job description

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist to serve educators with 403(b)/457(b) retirement planning. This 1099, commission-and-fee-based role includes strong back‑office support, marketing materials, and ongoing mentorship to help you grow a six‑figure practice.

You will conduct on-campus seminars, enroll clients in retirement plans, and provide lifecycle services while building your own book within a supportive, mission‑driven framework.