K-12 Retirement Advisor — Build a Six-Figure Practice

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

Job summary

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K-12 Retirement Specialist (403b/457b) to join our nationwide, 1099-based program. We supply leads, scheduling, marketing materials, and back‑office support while you build a six‑figure practice serving K–12 educators with retirement planning.

You will conduct 1-on-1 counseling, lead on-site seminars, enroll clients in 403(b) and 457(b) plans, and provide ongoing service.

Qualifications

• Life Insurance License is required.
• Series 65 or willingness to obtain quickly.
• Proven sales track record with consultative approach.

Responsibilities

• Conduct one-on-one retirement counseling for K–12 educators.
• Lead state pension education seminars at school sites during school hours.
• Enroll clients in 403(b), 457(b), and other retirement plans.
• Offer life insurance, estate planning, and related financial strategies.
• Provide long-term client service and relationship management.

Skills

Sales experience

Communication skills

Relationship management

Tools

Salesforce

Job description

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K-12 Retirement Specialist (403b/457b) to join our nationwide, 1099-based program. We supply leads, scheduling, marketing materials, and back‑office support while you build a six‑figure practice serving K–12 educators with retirement planning.

You will conduct 1-on-1 counseling, lead on-site seminars, enroll clients in 403(b) and 457(b) plans, and provide ongoing service.