K-12 Retirement Advisor (1099) - Independent & Rewarding

Teacher's Pension and Insurance Services; Austin (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Lead generation system

CRM system (Salesforce)

Administrative support

Ongoing training and mentorship

Job summary

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K–12 Retirement Specialist to serve educators across the United States. This 1099, commission-based role offers full-time or part-time flexibility and relies on our lead generation system to build a six-figure practice.

You will conduct on-campus retirement counseling, lead state pension education seminars, and enroll clients in 403(b)/457(b) plans while receiving back-office support and marketing materials to focus on

Qualifications

• 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

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

Communication skills

Sales experience

Self-motivated

Education

Life Insurance License

Series 65

Tools

Salesforce

Job description

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K–12 Retirement Specialist to serve educators across the United States. This 1099, commission-based role offers full-time or part-time flexibility and relies on our lead generation system to build a six-figure practice.

You will conduct on-campus retirement counseling, lead state pension education seminars, and enroll clients in 403(b)/457(b) plans while receiving back-office support and marketing materials to focus on