Financial Advisor
$50,000–$75,000 year
On-sitePortland, Maine, 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 school hours. 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 annual review scheduling handled by the call center. Accept or decline scheduled on-campus presentations based on availability within your specified drive radius. Requires Life Insurance License, Series 65, and clean background; full-time or part-time 1099 commission structure with $50k–$75k Year 1 expectations for full-time advisors.
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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