K-12 Retirement Advisor — 1099, Lead-Provided Practice

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

Benefits offered by this job

All lead generation and presentation s

Marketing materials and CRM system (SF

Job summary

Teacher's Pension is seeking Financial Advisor – K–12 Retirement Specialist to provide one-on-one counseling, lead on-site seminars, and enroll educators in 403(b)/457(b) plans. You will offer life insurance and estate planning services while delivering ongoing client support.

This 1099, commission-based role emphasizes independence with back-office support and scheduled presentations. Ideal candidates have a Life Insurance license, Series 65, and a proven track record in sales with strong

Qualifications

• Life Insurance License required.
• Series 65 license or willingness to obtain quickly.
• Proven sales record with a 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

Proven sales record with consultative

Self-motivated with strong written and

Education

Life Insurance License

Series 65

Job description

Teacher's Pension is seeking Financial Advisor – K–12 Retirement Specialist to provide one-on-one counseling, lead on-site seminars, and enroll educators in 403(b)/457(b) plans. You will offer life insurance and estate planning services while delivering ongoing client support.

This 1099, commission-based role emphasizes independence with back-office support and scheduled presentations. Ideal candidates have a Life Insurance license, Series 65, and a proven track record in sales with strong