Financial Advisor
$50,000–$75,000 year
On-siteSan Angelo, 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 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 supported by annual review scheduling and automated touch-points. Accept or decline scheduled on-campus presentations within your drive radius, with a 50% conversion rate from presentations to individual appointments. Maintain a clean background and E&O coverage, holding a Life Insurance License and Series 65. Build equity in your practice while receiving institutional support and mentorship.
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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