Financial Advisor

Teacher's Pension and Insurance ServicesCorpus Christi, TX
$50,000 - $100,000Remote

About The Position

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. We provide the leads, support, and market access while you focus on helping educators secure their financial future.

Requirements

  • 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

Nice To Haves

  • 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

Benefits

  • Leads provided
  • Support provided
  • Market access provided
  • Marketing materials and CRM system (Salesforce)
  • Administrative support and application processing
  • Office 365 and full back-office infrastructure
  • Ongoing training and mentorship
  • Control your schedule
  • Build equity in your practice
  • Institutional support
  • No bureaucracy or micromanagement
  • Renewal commissions
  • Progressive commission structure with advancement
  • Proprietary Teacher's Pension Classroom training program
  • Weekly live training sessions
  • On-the-job mentorship and coaching
  • Market-specific expertise and updates
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