Insurance Sales

Financial Advisor – K–12 Retirement Specialist (403b/457b)

Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time

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 are currently scheduling presentations for 100+ advisors nationwide, and rapidly expanding our team.

• 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

• 2–4 on‑campus presentations per month scheduled for you
• 10–15 educators per presentation (typically lunch meetings or staff meetings)
• 50% conversion rate from presentations to individual appointments
• Minimum 2 weeks advance notice – you can accept or decline any presentation
• Within your specified drive radius – we work around your preferred territory

• Annual review scheduling handled by our call center
• Automated client touch‑points to maintain relationships
• Follow‑up systems to ensure consistent client communication

• 98% issue rate on 403(b)/457(b) applications, transfers, and rollovers
• Dedicated paperwork specialists handle complex enrollment processes
• Full back‑office support eliminates administrative headaches

We are only successful if you are. Our compensation comes through overrides – we don’t charge advisors for support, leads, or marketing. This means we are 100% invested in your success because our revenue depends on your production.

• 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

• Control your schedule and book of business
• Accept or decline presentations based on your availability
• Build equity in your practice while receiving institutional support
• No bureaucracy or micromanagement

• $50,000–$75,000 for full‑time advisors following our system
• Some advisors exceed $100,000 in their first year
• Ramp‑up timeline:
  Lead your own presentations within the first month

• Renewal commissions from Year 1 clients create compounding income
• 14 commission levels with advancement based on production volume
• Commission increases commonly achieved within the first year
• Many advisors continue increasing earnings annually through renewals and higher commission rates

• 100% commission + fee‑based income (1099)
• Progressive structure with clear advancement guidelines
• No hidden fees or charges for support services

• Proprietary Teacher’s Pension Classroom training program
• Learn the unique needs of K‑12 employees
• Master 403(b)/457(b) regulations and strategies

• Weekly live training sessions
• On‑the‑job mentorship and coaching
• Market‑specific expertise and updates

• 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

• Experience with 403(b)/457(b) or school markets
• Comfort with group presentations
• Desire to work with mission‑driven professionals

• Advisors seeking purpose‑driven work with predictable lead flow
• Former wirehouse or captive agents wanting freedom + support
• Career‑chasers with licenses looking for a proven system
• Mid‑career advisors tired of cold prospecting and bureaucracy
• Professionals who prefer relationship‑building over cold calling

• Comfortable presenting to groups of 10–15 people
• Enjoys helping people solve complex financial challenges
• Appreciates the mission of serving educators
• Val…