Client Account Strategist
About The Position
Are you a licensed financial professional ready to make a lasting impact? At ValuTeachers Inc.®, we specialize in helping educators and public service employees plan for a secure retirement. We are expanding our team and looking for a Client Account Strategist who is driven, client-focused, and ready to grow. What Makes This Role Different? Mission-Driven Work – Serve clients who trust and rely on your financial expertise Support to Accelerate Success – Proven systems, executive mentorship, and team support Dedicated Back-End Help – Marketing tools, tech platform, and call center support Compensation with Growth – Competitive performance-based compensation Why Top Advisors Join Us: You want to align your career with a mission that truly helps people You are ready to scale your business with turnkey systems and support You value mentorship, collaboration, and a team that invests in your growth You are looking for consistent, qualified clients—not just cold leads You want to be part of a company with a strong reputation in the education sector Apply Today Help those who help our communities. If you are looking to work with a leading company in the 403(b) and 457 space, we look forward to supporting your growth at ValuTeachers.
Requirements
- Licensed: Life Insurance License + Series 65
- Experienced: Familiar with 403(b), 457, or 401(a) retirement plans (preferred)
- Relationship-Builder: Strong interpersonal and communication skills
- Educated: Bachelor's degree or equivalent industry experience
Nice To Haves
- Bilingual: Spanish fluency is a plus but not required
Benefits
- Bonus based on performance
- Opportunity for advancement
- Training & development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
