Financial Advisor

Financial Advisor – K–12 Retirement Specialist (403b/457b)Empower Educators. Build Your Business. Make an Impact.Join a proven system where advisors build six-figure practices serving the underserved K–12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand our team.What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.What You'll DoConduct one-on-one retirement counseling for K–12 school employeesLead state pension education seminars at school sites during school hoursEnroll clients in 403(b), 457(b), and other supplemental retirement plansOffer life insurance, estate planning, and additional financial strategiesProvide long-term client service and relationship managementThe Lead Generation System That WorksScheduled Presentations (Your Primary Lead Source):2-4 on-campus presentations per month scheduled for you10-15 educators per presentation (typically lunch meetings or staff meetings)50% conversion rate from presentations to individual appointmentsMinimum 2 weeks advance notice - you can accept or decline any presentationWithin your specified drive radius - we work around your preferred territoryClient Service Support:Annual review scheduling handled by our call centerAutomated client touch-points to maintain relationshipsFollow-up systems to ensure consistent client communicationAdministrative Excellence:98% issue rate on 403(b)/457(b) applications, transfers, and rolloversDedicated paperwork specialists handle complex enrollment processesFull back-office support eliminates administrative headachesWhy This 1099 Role Is DifferentWe're Only Successful If You Are: Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production.What's Included at No Cost:All lead generation and presentation schedulingMarketing materials and CRM system (Salesforce)Administrative support and application processingOffice 365 and full back-office infrastructureOngoing training and mentorshipIndependence With Support:Control your schedule and book of businessAccept or decline presentations based on your availabilityBuild equity in your practice while receiving institutional supportNo bureaucracy or micromanagementCompensation StructureYear 1 Realistic Expectations:$50,000-$75,000 for full-time advisors following our systemSome advisors exceed $100,000 in their first yearRamp-up timeline: Lead your own presentations within the first monthYear 2 and Beyond:Renewal commissions from Year 1 clients create compounding income14 commission levels with advancement based on production volumeCommission increases commonly achieved within the first yearMany advisors continue increasing earnings annually through renewals and higher commission ratesCommission Structure:100% commission + fee-based income (1099)Progressive structure with clear advancement guidelinesNo hidden fees or charges for support servicesTraining & DevelopmentOnboarding:Proprietary Teacher's Pension Classroom training programLearn the unique needs of K-12 employeesMaster 403(b)/457(b) regulations and strategiesOngoing Support:Weekly live training sessionsOn-the-job mentorship and coachingMarket-specific expertise and updatesRequirementsEssential:Life Insurance License (required)Series 65 or willingness to obtain quicklyClean background and E&O coverageProven sales record with consultative approachSelf-motivated with strong communication skillsPreferred:Experience with 403(b)/457(b) or school marketsComfort with group presentationsDesire to work with mission-driven professionalsWho Thrives in This RolePerfect For:Advisors seeking purpose-driven work with predictable lead flowFormer wirehouse or captive agents wanting freedom + supportCareer-changers with licenses looking for a proven systemMid-career advisors tired of cold prospecting and bureaucracyProfessionals who prefer relationship-building over cold callingSuccess Profile:Comfortable presenting to groups of 10-15 peopleEnjoys helping people solve complex financial challengesAppreciates the mission of serving educatorsValues long-term client relationships over transactional salesAbout Teacher's PensionWe're a national leader in K–12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.Our Commitment: We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth.Ready to Build a Purposeful, Profitable Practice?Next Steps:Apply today to learn more about our systemSchedule a brief call to discuss your market preferencesDiscover how we can help you grow in a market that truly needs youQuestions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth."The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively."