Teacher's Pension Services, Inc. · 3 months ago
Insurance Sales
Laredo, TX
Part-time
Onsite
Mid, Senior Level
$50K/yr - $75K/yrTeacher's Pension Services, Inc. is a national leader in K–12 financial wellness, focused on supporting educators and administrators through retirement and beyond. They are seeking a Financial Advisor – K–12 Retirement Specialist to conduct retirement counseling, lead educational seminars, and provide long-term client service to K–12 school employees.
Financial ServicesProfessional ServicesRetirement
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
Qualification
Required
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
Benefits
All lead generation and presentation scheduling
Marketing materials and CRM system (Salesforce)
Administrative support and application processing
Office 365 and full back-office infrastructure
Ongoing training and mentorship
Company
Teacher's Pension Services, Inc.
Teacher’s Pension is an educational consulting firm that specialize in helping school districts educate their employees on retirement and basic fiscal literacy.
Founded in 2007
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Erik NeVille, AIF®
Chief Executive Officer
Chad Bringhurst
Regional Director / Partner
Company data provided by crunchbase