Financial Advisor
$50,000–$100,000 year
On-siteOdessa, 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 lunch meetings or 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 with annual review scheduling handled by the call center and automated touch-points. Schedule 2-4 on-campus presentations per month within your drive radius, accepting or declining based on availability. Requires a Life Insurance License, Series 65, clean background, and E&O coverage. Full-time or part-time 1099 role with commission and fee-based income, no fixed salary.
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
- Advisors seeking purpose-driven work with predictable lead flow
- Former wirehouse or captive agents
- Career-changers with licenses
- 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
- Values long-term client relationships over transactional sales
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