Financial Advisor
$50,000–$100,000 year
On-siteMidland, Texas, United States
Job Summary
Conduct one-on-one retirement counseling for K–12 school employees and lead state pension education seminars at school sites during staff meetings. Enroll clients in 403(b), 457(b), and other supplemental retirement plans while offering life insurance, estate planning, and additional financial strategies. Provide long-term client service and relationship management supported by automated touch-points and dedicated paperwork specialists. Accept or decline scheduled on-campus presentations within your drive radius to build a book of business. Requires a Life Insurance License and Series 65, with full back-office support and no hidden fees.
Required Qualifications
- Life Insurance License
- 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
Desired Qualifications
- Experience with 403(b)/457(b) or school markets
- Comfort with group presentations
- Desire to work with mission-driven professionals
- Comfortable presenting to groups of 10-15 people
- Enjoys helping people solve complex financial challenges
- Appreciates the mission of serving educators
- Values long-term client relationships over transactional sales
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