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Client Account Strategist
Client Account StrategistValuTeachers • Ponte Vedra, FL, US
Client Account Strategist

Client Account Strategist

ValuTeachers • Ponte Vedra, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Opportunity for advancement
  • Training & development

Grow Your Career While Helping Educators Retire with Confidence

Are you a licensed financial professional ready to make a lasting impact? At ValuTeachers Inc. , we specialize in helping educators and public service employees plan for a secure retirement. We are expanding our team and looking for a Client Account Strategist who is driven, client-focused, and ready to grow.

What Makes This Role Different?

  • Mission-Driven Work Serve clients who trust and rely on your financial expertise
  • Support to Accelerate Success Proven systems, executive mentorship, and team support
  • Dedicated Back-End Help Marketing tools, tech platform, and call center support
  • Compensation with Growth Competitive performance-based compensation
  • Your Background :

  • Licensed : Life Insurance License + Series 65
  • Experienced : Familiar with 403(b), 457, or 401(a) retirement plans (preferred)
  • Relationship-Builder : Strong interpersonal and communication skills
  • Educated : Bachelor's degree or equivalent industry experience
  • Bilingual : Spanish fluency is a plus but not required
  • Why Top Advisors Join Us :

  • You want to align your career with a mission that truly helps people
  • You are ready to scale your business with turnkey systems and support
  • You value mentorship, collaboration, and a team that invests in your growth
  • You are looking for consistent, qualified clientsnot just cold leads
  • You want to be part of a company with a strong reputation in the education sector
  • Apply Today

    Help those who help our communities. If you are looking to work with a leading company in the 403(b) and 457 space, we look forward to supporting your growth at ValuTeachers.

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    Account Strategist • Ponte Vedra, FL, US

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