Talent.com
Insurance Sales
Insurance SalesTeacher's Pension and Insurance Services • Long Beach, CA, US
Insurance Sales

Insurance Sales

Teacher's Pension and Insurance Services • Long Beach, CA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Advisor K12 Retirement Specialist (403b / 457b)

Empower Educators. Build Your Business. Make an Impact.

Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations for 100+ advisors nationwide, but growing demand requires us to expand our team.

What makes us different? We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.

What You'll Do

  • Conduct one-on-one retirement counseling for K12 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 That Works

Scheduled Presentations (Your Primary Lead Source) :

  • 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
  • Why This 1099 Role Is Different

    We're Only Successful If You Are : Our compensation comes through overrides - we don't charge advisors for support, leads, or marketing. This means we're 100% invested in your success because our revenue depends on your production.

    What's Included at No Cost :

  • All lead generation and presentation scheduling
  • Marketing materials and CRM system (Salesforce)
  • Administrative support and application processing
  • Office 365 and full back-office infrastructure
  • Ongoing training and mentorship
  • Independence With Support

  • Control your schedule and book of business
  • Accept or decline presentations based on your availability
  • Build equity in your practice while receiving institutional support
  • No bureaucracy or micromanagement
  • Compensation Structure

    Year 1 Realistic Expectations :

  • $50,000-$75,000 for full-time advisors following our system
  • Some advisors exceed $100,000 in their first year
  • Ramp-up timeline : Lead your own presentations within the first month
  • Year 2 and Beyond :

  • Renewal commissions from Year 1 clients create compounding income
  • 14 commission levels with advancement based on production volume
  • Commission increases commonly achieved within the first year
  • Many advisors continue increasing earnings annually through renewals and higher commission rates
  • Commission Structure :

  • 100% commission + fee-based income (1099)
  • Progressive structure with clear advancement guidelines
  • No hidden fees or charges for support services
  • Training & Development

    Onboarding :

  • Proprietary Teacher's Pension Classroom training program
  • Learn the unique needs of K-12 employees
  • Master 403(b) / 457(b) regulations and strategies
  • Ongoing Support :

  • Weekly live training sessions
  • On-the-job mentorship and coaching
  • Market-specific expertise and updates
  • Requirements

    Essential :

  • 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
  • Who Thrives in This Role

    Perfect For :

  • Advisors seeking purpose-driven work with predictable lead flow
  • Former wirehouse or captive agents wanting freedom + support
  • Career-changers with licenses looking for a proven system
  • Mid-career advisors tired of cold prospecting and bureaucracy
  • Professionals who prefer relationship-building over cold calling
  • Success Profile :

  • 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
  • About Teacher's Pension

    We're a national leader in K12 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.

    Our Commitment : We succeed only when our advisors succeed. That's why we provide comprehensive support at no cost and maintain a 98% application success rate - because your growth is our growth.

    Ready to Build a Purposeful, Profitable Practice?

    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
  • Questions? Contact us to learn more about territories in your area and how our lead generation system can accelerate your practice growth.

    The educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.

    Create a job alert for this search

    Insurance Sales • Long Beach, CA, US

    Related jobs
    Remote Property & Casualty Licensed Insurance Representative - Non-Sales

    Remote Property & Casualty Licensed Insurance Representative - Non-Sales

    Louisiana Staffing • Los Angeles, CA, US
    Remote
    Full-time
    Customer Service / Support Job at TP.TP is a global, digital business services company.We deliver the most advanced, digitally powered business services to help the world's best brands streamline the...Show more
    Last updated: 29 days ago • Promoted
    Insurance Service Specialist

    Insurance Service Specialist

    AAA • Long Beach, CA, US
    Full-time
    The Auto Club is seeking a goal oriented, customer service professional to provide insurance service and clerical support to the Auto Club's insurance agents and members in our branch offices.Quali...Show more
    Last updated: 21 days ago • Promoted
    Sales Manager

    Sales Manager

    Brian Mitchell Agency • Long Beach, CA, US
    Full-time
    Quick Apply
    The Brian Mitchell Agency is looking for Sales Managers near the Long Beach, CA area who exhibit a winning mindset, derive satisfaction from making a positive difference in people's lives, apprecia...Show more
    Last updated: 30+ days ago
    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    Flexible Remote Work – Get Paid to Share Your Opinions on Top Brands

    OCPA • Avalon, California, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...Show more
    Last updated: 30+ days ago • Promoted
    Sales

    Sales

    Spieldenner Group Inc. • Los Angeles, CA, US
    Full-time
    Quick Apply
    Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country.Our most important focus areas include getting agents paid quickly, keeping costs minimal, an...Show more
    Last updated: 30+ days ago
    Insurance Sales

    Insurance Sales

    Teacher's Pension and Insurance Services • Torrance, CA, US
    Full-time
    Financial Advisor K12 Retirement Specialist (403b / 457b).Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations f...Show more
    Last updated: 30+ days ago • Promoted
    Life Insurance Sales Agent

    Life Insurance Sales Agent

    SFG - Peterson Agency • Santa Monica, CA, US
    Full-time +1
    Quick Apply
    Companies Hiring The Most High-Paying Jobs In 2024 ," and listed on INC 's " Top 5000 Fastest Growing Companies " for six years in a row, Symmetry has a proven system is are hiring motivated ...Show more
    Last updated: 30+ days ago
    Business Insurance Agent - Mid-level

    Business Insurance Agent - Mid-level

    USAA • Los Angeles, CA, US
    Full-time
    Business Insurance Agent - Mid-Level.At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek...Show more
    Last updated: 21 days ago • Promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Avalon, California, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Licensed Property & Casualty Insurance Agent

    Remote Licensed Property & Casualty Insurance Agent

    MCI • Long Beach, CA, US
    Remote
    Full-time
    MCI is a leading Business Process Outsourcing (BPO) company that specializes in delivering tailored solutions to meet the diverse needs of our clients. With a commitment to excellence and a focus on...Show more
    Last updated: 21 days ago • Promoted
    Travel Nurse RN - ED - Emergency Department - $2,004 per week

    Travel Nurse RN - ED - Emergency Department - $2,004 per week

    OneStaff Medical • Avalon, CA, USA
    Full-time
    OneStaff Medical is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Avalon, California.Job Description & Requirements. Emergency Nurses treat patients in emergency si...Show more
    Last updated: 30+ days ago • Promoted
    Life Insurance Sales Agent

    Life Insurance Sales Agent

    Wesley Finance Group • Torrance, CA, US
    Full-time
    Quick Apply
    Explore a Fulfilling Career as a Life Insurance Sales Agent Are you a motivated individual seeking a flexible and rewarding sales career?. Join our team as a Sales Agent and...Show more
    Last updated: 30+ days ago
    Insurance Sales Broker Manager - UT

    Insurance Sales Broker Manager - UT

    FrankCrum • Long Beach, CA, US
    Full-time
    FrankCrum, voted by its employees as a Top Workplace in Tampa Bay for more than 10 years in a row, is a Professional Employer Organization (PEO) based in Clearwater, Florida.FrankCrum employs appro...Show more
    Last updated: 22 days ago • Promoted
    Insurance Agent (Sales, Customer Service)

    Insurance Agent (Sales, Customer Service)

    Freeway Insurance Services America, LLC • Gardena, CA, US
    Full-time
    Insurance Agent (Sales, Customer Service).Requisition Number : INSUR021079.Sign-On Bonus Opportunity of up to $4,000 •.Lucrative incentive sales plans, bonuses, and sales contests.No cold calling- we...Show more
    Last updated: 30+ days ago • Promoted
    Outside Insurance Sales Consultant

    Outside Insurance Sales Consultant

    Allstate • Los Angeles, CA, US
    Full-time
    Build A Career You're Proud Of.At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innov...Show more
    Last updated: 30+ days ago • Promoted
    Travel Nurse RN - Case Management - $2,183 per week

    Travel Nurse RN - Case Management - $2,183 per week

    Catalina Island Medical Center • Avalon, CA, USA
    Full-time
    Certifications preferred : ACLS, BLS / BCLS, PALS, NRP.The Clinical Case Manager is responsible for planning, organizing, and coordinating swing bed admissions and reviewing emergency department admis...Show more
    Last updated: 30+ days ago • Promoted
    Sales Director, Property & Casualty Insurance

    Sales Director, Property & Casualty Insurance

    DXC Technology • Long Beach, CA, US
    Full-time
    Sales Director, Property & Casualty Insurance.Today's customers expect digital experiences, readily available information for decision making and more flexible policies. Insurers need insights on ho...Show more
    Last updated: 6 days ago • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border Protection • Avalon, California, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted