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

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Retirement Planning Advisor (Work From Home) – Flexible Hours