Client Account Strategist

ValuTeachers

$100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Licensed: Life Insurance License + Series 65 required
  • Familiar with 403(b), 457, or 401(a) retirement plans preferred
  • Strong interpersonal and communication skills for relationship-building
  • Bachelor's degree or equivalent industry experience
  • Bilingual: Spanish fluency is a plus but not required

Responsibilities

  • Identify and engage with potential clients in the education sector
  • Develop customized financial strategies for clients
  • Provide ongoing support and education on retirement planning
  • Collaborate with team members to enhance client relationships
  • Utilize provided marketing tools and tech platform effectively

Benefits

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

Compensation: $100,000.00 per year

ValuTeachers

Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans.

ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.

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