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

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

Job summary

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist (403b/457b) to build a six-figure practice serving educators nationwide. This 1099 role provides leads, marketing support, and back-office resources, with on-campus presentations and ongoing mentoring.

You will counsel individuals, educate groups, enroll clients in 403(b)/457(b), and offer life insurance and estate planning strategies while maintaining strong client relationships.

Qualifications

• Life Insurance License is required.
• Series 65 or willingness to obtain quickly.
• Clean background and E&O coverage.
• 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

Life Insurance License

Series 65

Clean background

Proven sales record

Self-motivated

Job description

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist (403b/457b) to build a six-figure practice serving educators nationwide. This 1099 role provides leads, marketing support, and back-office resources, with on-campus presentations and ongoing mentoring.

You will counsel individuals, educate groups, enroll clients in 403(b)/457(b), and offer life insurance and estate planning strategies while maintaining strong client relationships.