Insurance Sales
Teacher's Pension Services, Inc., Bakersfield, California, United States, 93399
Join to apply for the
Insurance Sales
role at
Teacher's Pension Services, Inc.
Financial Advisor – K–12 Retirement Specialist (403b/457b)
Job Details 1099 | Commission & Fee-Based | Full-Time or Part-Time
Empower Educators. Build Your Business. Make an Impact.
Join a proven system where advisors build six‑figure practices serving the underserved K–12 market. We provide the leads, support, and market access while you focus on helping educators secure their financial future.
What You'll Do
Conduct one‑on‑one retirement counseling for K–12 school employees
Lead state pension education seminars at school sites during school hours
Enroll clients in 403(b), 457(b), and other supplemental retirement plans
Offer life insurance, estate planning, and additional financial strategies
Provide long‑term client service and relationship management
The Lead Generation System
2–4 on‑campus presentations per month scheduled for you
10–15 educators per presentation (typically lunch meetings or staff meetings)
50% conversion rate from presentations to individual appointments
Minimum 2 weeks advance notice – you can accept or decline any presentation
Within your specified drive radius – we work around your preferred territory
Client Service Support
Annual review scheduling handled by our call center
Automated client touch‑points to maintain relationships
Follow‑up systems to ensure consistent client communication
Administrative Excellence
98% issue rate on 403(b)/457(b) applications, transfers, and rollovers
Dedicated paperwork specialists handle complex enrollment processes
Full back‑office support eliminates administrative headaches
Compensation Structure
100% commission + fee‑based income (1099)
Progressive structure with clear advancement guidelines
No hidden fees or charges for support services
Training & Development
Proprietary Teacher's Pension Classroom training program – learn the unique needs of K‑12 employees
Master 403(b)/457(b) regulations and strategies
Weekly live training sessions, on‑the‑job mentorship, and coaching
Market‑specific expertise and updates
Requirements
Life Insurance License (required)
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
Preferred
Experience with 403(b)/457(b) or school markets
Comfort with group presentations
Desire to work with mission‑driven professionals
About Teacher's Pension We’re a national leader in K‑12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.
Ready to Build a Purposeful, Profitable Practice? Apply today to learn more about our system, schedule a brief call to discuss your market preferences, and discover how we can help you grow in a market that truly needs you.
Next Steps
Apply today to learn more about our system
Schedule a brief call to discuss your market preferences
Discover how we can help you grow in a market that truly needs you
#J-18808-Ljbffr
Insurance Sales
role at
Teacher's Pension Services, Inc.
Financial Advisor – K–12 Retirement Specialist (403b/457b)
Job Details 1099 | Commission & Fee-Based | Full-Time or Part-Time
Empower Educators. Build Your Business. Make an Impact.
Join a proven system where advisors build six‑figure practices serving the underserved K–12 market. We provide the leads, support, and market access while you focus on helping educators secure their financial future.
What You'll Do
Conduct one‑on‑one retirement counseling for K–12 school employees
Lead state pension education seminars at school sites during school hours
Enroll clients in 403(b), 457(b), and other supplemental retirement plans
Offer life insurance, estate planning, and additional financial strategies
Provide long‑term client service and relationship management
The Lead Generation System
2–4 on‑campus presentations per month scheduled for you
10–15 educators per presentation (typically lunch meetings or staff meetings)
50% conversion rate from presentations to individual appointments
Minimum 2 weeks advance notice – you can accept or decline any presentation
Within your specified drive radius – we work around your preferred territory
Client Service Support
Annual review scheduling handled by our call center
Automated client touch‑points to maintain relationships
Follow‑up systems to ensure consistent client communication
Administrative Excellence
98% issue rate on 403(b)/457(b) applications, transfers, and rollovers
Dedicated paperwork specialists handle complex enrollment processes
Full back‑office support eliminates administrative headaches
Compensation Structure
100% commission + fee‑based income (1099)
Progressive structure with clear advancement guidelines
No hidden fees or charges for support services
Training & Development
Proprietary Teacher's Pension Classroom training program – learn the unique needs of K‑12 employees
Master 403(b)/457(b) regulations and strategies
Weekly live training sessions, on‑the‑job mentorship, and coaching
Market‑specific expertise and updates
Requirements
Life Insurance License (required)
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
Preferred
Experience with 403(b)/457(b) or school markets
Comfort with group presentations
Desire to work with mission‑driven professionals
About Teacher's Pension We’re a national leader in K‑12 financial wellness, focused on supporting educators and administrators through retirement and beyond. Our proven model combines unmatched market access with the support and independence that professional advisors need to build sustainable practices.
Ready to Build a Purposeful, Profitable Practice? Apply today to learn more about our system, schedule a brief call to discuss your market preferences, and discover how we can help you grow in a market that truly needs you.
Next Steps
Apply today to learn more about our system
Schedule a brief call to discuss your market preferences
Discover how we can help you grow in a market that truly needs you
#J-18808-Ljbffr