Financial Advisor

Financial Advisor - 403(b)/457(b) - Retirement Professional

Teacher's Pension, a leading independent financial services organization in the defined contribution and benefit business, is currently seeking candidates to join our team to work within existing plan sponsor relationships in the education market. In-person and remote with pre-set appointments. No nights or weekends required.

It is our mission to empower public school employees to achieve a financially secure future by providing financial wellness education, resources, and retirement planning services.

This position is responsible for 403(b) and 457(b) enrollments, retirement and investment counseling, and participant education and seminars.

*Financial Advisors

Have you been working for a captive firm and looking to go independent with a steady stream of clients to work with selling securities and FIA products?

*Life and Health Licensed Only Agents

Looking for a more traditional career model that removes the need for cold calls or to go out knocking on doors? This is a great opportunity to take your business to the next level.

Advantages of working with Teacher's Pension

Marketing Efforts

• Access to the school districts we have exclusive agreements with.
• Access to Teacher's Pension Xchange (TPX) payroll slots and TPA Relationships.
• Pre-set presentations for you (staff meetings, luncheons, etc.)
• Pre-set virtual appointments.

Our Culture

• You are treated as a business partner.
• Control of your clients and Book of Business.
• Environment for Personal Production, Team Building, or Both.
• High commission rates, bonuses, and incentive trips with transparency and room for advancement.

Additional Support

• A dedicated New Business team member, experienced with 403(b) and 457(b) requirements.
• Access to our industry specific training and mentorship program.
• Company provided technology.

Requirements:

• Active Life Insurance License.
• Series 65 or willingness to obtain preferred.
• Proven track record of sales.
• Public Speaking

Compensation:

• Salary Range: $100,000 to $250,000 per year
• Commission and Fee-based structure