K-12 Retirement Advisor — Build Your Independent Practice

Teacher's Pension and Insurance Services; Houston (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Leads provided

CRM access (Salesforce)

Back-office support

Training & mentorship

Job summary

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist to educate and counsel educators on retirement options. The role is 1099, commission and fee-based, with full-time or part-time options within a proven system.

You’ll handle on-site seminars, one-on-one counseling, and enrollment in 403(b)/457(b) plans, plus related services. Expect ongoing training, support, and the potential for six-figure income as you grow your practice.

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.
• Preferred: Experience with 403(b)/457(b) or school markets; Comfort with group presentations; Desire to work with mission-driven professionals.

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

Sales experience

Communication skills

Group presentations

Job description

Teacher's Pension and Insurance Services seeks a Financial Advisor – K–12 Retirement Specialist to educate and counsel educators on retirement options. The role is 1099, commission and fee-based, with full-time or part-time options within a proven system.

You’ll handle on-site seminars, one-on-one counseling, and enrollment in 403(b)/457(b) plans, plus related services. Expect ongoing training, support, and the potential for six-figure income as you grow your practice.