Retirement Planning Advisor (Work From Home) – Flexible Hours

Overview

We are looking for dedicated and service-minded Retirement & Pension Specialists to help teachers and government employees make confident decisions about their future.

In this client-facing role, you will

• Meet with school staff, public employees, and other government workers—virtually via Zoom.
• Explain state pension plans and retirement benefits in clear, easy-to-understand terms.
• Identify gaps or opportunities in their current plans.
• Provide personalized solutions to help them achieve long-term financial security.

We’re seeking individuals who are compassionate, detail-oriented, and passionate about guiding others toward a secure retirement. If you enjoy educating people and building lasting relationships while working from home with flexible hours, this is an excellent opportunity to grow your career and make a real impact.

Duties

• Meet with educators and public employees—virtually or in person—to review and explain their pension and retirement benefits.
• Simplify complex pension systems and create easy-to-understand retirement income projections.
• Provide guidance on pension upgrades, gap coverage, and supplemental retirement options.
• Recommend tailored financial solutions such as annuities, life insurance, or voluntary retirement products to meet client needs.
• Build and maintain strong, trust-based relationships with individual clients and school district contacts.
• Manage follow-ups, track progress, and keep accurate records of all client interactions within the CRM system.

Requirements

• Proven ability to build strong, trust-based relationships with clients.
• Excellent interpersonal and communication skills, both verbal and written.
• Comfortable explaining financial and retirement concepts in clear, simple terms.
• Genuine passion for helping others, especially educators and public-sector employees.
• Self-motivated, well organized, and able to manage your own schedule.
• Effective sales and consultative skills to promote services and grow a client base.
• Life and Health Insurance license (or willingness to obtain—company guidance provided).

Job Types: Full-time, Part-time

Pay: $78,497.05 - $118,405.05 per year

Expected hours: 15 – 35 per week

Benefits

• Flexible schedule

Work Location: Remote