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Seeking Retired Or Retiring Educators
Company | ValuTeachers, Inc. |
Address | Houston, TX, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-05-29 |
Posted at | 1 year ago |
$60,000 - $90,000, 1099 Contract Position
ValuTeachers is a leader in a niche market. Founded by a former educator, ValuTeachers is mission-driven and focused on helping school employees retire with financial dignity. ValuTeachers believes in providing retirement education to school employees who serve and educate our future generations. We are expanding and seeking qualified professionals who have a strong work ethic to help us with our mission. ValuTeachers offers an unbelievable opportunity to work in a niche market.
Qualifications:
ValuTeachers is a leader in a niche market. Founded by a former educator, ValuTeachers is mission-driven and focused on helping school employees retire with financial dignity. ValuTeachers believes in providing retirement education to school employees who serve and educate our future generations. We are expanding and seeking qualified professionals who have a strong work ethic to help us with our mission. ValuTeachers offers an unbelievable opportunity to work in a niche market.
Qualifications:
- Bachelor's degree in a business-related field or equivalent professional experience.
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
- Life and Health Licenses
- Written/verbal communication and presentation skills to provide information via phone, email, video, and chat.
- Customer service, interpersonal, and listening skills are a must to communicate with clients effectively.
- Wants to sustain a long-term relationship with clients and the markets we serve.
- Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
- Knowledge of CRM and digital financial advice platforms.
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.
- Office/call center environment
- A proven template system
- Technology and systems to enable you to manage your clients' financial information and plans efficiently
- Competitive base salary + commissions
- Ongoing mentorship from the executive team
- Turnkey marketing services
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