What are the responsibilities and job description for the Client Account Strategist position at ValuTeachers?
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?
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 clients—not 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.
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.
Salary : $100,000