Financial Advisor - 403(b)/457 Retirement Speciali
Company: Teacher's Pension and Insurance Services
Location: Georgetown
Posted on: January 20, 2023
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Job Description:
Job Description*Former Public Educators (Teachers,
Administrators, Superintendents)Teacher's Pension, a leading
independent financial services organization, in the defined
contribution & defined benefit business, is currently seeking
candidates to join our team to work within existing plan sponsor
relationships in the government and education markets. In-Person
with Pre-Set Appointments. No Weekends. No Evenings. Major
Six-Figure Income.*Financial Advisor - 403(b)/457 - Retirement
SpecialistHave you been working for a captive firm and looking to
go independent with a steady stream of clients to work with selling
both securities and FIA products? Experience selling life insurance
as part of client's portfolios is preferred, but we will train you
in this process if needed.*Former Public Educators (Teachers,
Administrators, Superintendents)Burned out from the traditional
classroom environment? Retired from the district and are looking
for a second career?*Life and Health Licensed Only AgentsAgents
working for captive companies or independent IMOs are looking for a
more traditional career model that does not limit upward mobility
through recruiting.Agents looking for a more structured daytime
schedule that allows for flexibility and reduced travel time
running appointments. Work nine months and let the income you
earned allow you to take the summer off.Agents looking for
additional support from the home office to stay busy.We prospect on
your behalf through our call center and a team of retired
superintendents.We also provide pre-set virtual appointments that
you can do from home booked for you and loaded onto your calendar
weekly at the times you have available to work.Agents who are
looking to advance their career and become a more holistic
financial professional for their clients. This is a great
opportunity to begin learning this process in a controlled
environment with great training and support along the way.This
position will be responsible for 403(b) and 457 enrollment,
retirement and investment counseling, and participant education and
seminars.Qualified candidates must possess or learn the skills
necessary to conduct one on one retirement counseling appointments,
recommend and implement investment strategies, and research client
service issues and investment questions from the pre-set
appointments we provide you.Additionally, the candidate must have
the ability or willingness to learn how to conduct retirement and
investment seminars.Series 65 strongly preferred, or willing to
obtain.Life & Health Insurance Licenses.Proven sales track
record.Candidates will have or obtain the following skills:Strong
understanding of the defined contribution marketplace (403(b) &
457.Territory management and business development. Relationship
building.We provide the tools and resources necessary that will
help set you up for success – including full access to the
Teacher's Pension product portfolio and training.Access to existing
client base-wide array of financial products. Technology and
systems enable you to efficiently manage your clients' financial
information and plans.Turnkey marketing services.Advisors who hold
Series 6, 7, 63 can house their license with our broker-dealer,
however, we focus primarily on RIA Fee-only advisory
services.Salary Range100,000 To 250,000 Per YearCommission and Fee
based onlyJob IndustryInsuranceJob FunctionSales
Keywords: Teacher's Pension and Insurance Services, Georgetown , Financial Advisor - 403(b)/457 Retirement Speciali, Accounting, Auditing , Georgetown, Texas
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