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Client Account Strategist

Client Account Strategist

ValuTeachersPonte Vedra, FL, United States
7 days ago
Job type
  • Full-time
Job description

Responsive recruiter

Benefits :

  • Opportunity for advancement
  • Training & development

Ready to Grow Your Career in Financial Services?

ValuTeachers Inc® , we help educators and public service employees build a secure retirement-we are looking for a licensed Client Account Strategist who is ready to make an impact.

Why You Will Love It Here :

  • Work with clients who value trusted guidance
  • Proven systems & executive mentorship to accelerate your success
  • Technology, marketing, and call center support so you can focus on clients
  • Competitive compensation + long-term growth opportunities
  • What You Bring :

  • Life license and Series 65 (required)
  • Experience with 403(b), 457, 401(a) plans (preferred)
  • Strong relationship-building & communication skills
  • Bachelor's degree or equivalent experience
  • Spanish fluency (a plus)
  • If you are passionate about guiding clients toward their financial goals and want the tools to grow your business, let's connect.

    Apply now and start making a difference-one client at a time.

    Compensation : $100,000.00 - $150,000.00 per year

    ValuTeachers

    Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b) / IRA / 457 plans.

    ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.

    Company Website :

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    Account Strategist • Ponte Vedra, FL, United States

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