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

Teacher's Pension and Insurance Services; Tyler (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 to serve educators with retirement planning. This 1099, commission-based role includes lead generation support and market access to build a six-figure practice while helping districts and teachers secure their financial future.

You will conduct 2–4 on-campus presentations monthly, enroll clients in 403(b)/457(b) plans, and provide ongoing client service with back-office support and mentorship

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

Sales experience

Consultative selling

Strong communication

Self-motivated

Education

Series 65 or willingness to obtain quickly

Tools

Salesforce

Job description

Teacher's Pension and Insurance Services is seeking a Financial Advisor – K–12 Retirement Specialist to serve educators with retirement planning. This 1099, commission-based role includes lead generation support and market access to build a six-figure practice while helping districts and teachers secure their financial future.

You will conduct 2–4 on-campus presentations monthly, enroll clients in 403(b)/457(b) plans, and provide ongoing client service with back-office support and mentorship