ValuTeachers

Ponte Vedra, FL 32081, USA
https://www.valuteachers.com/

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.

1 job(s) at ValuTeachers

Internal Financial Advisor

ValuTeachers Ponte Vedra, FL 32081, USA

Qualifications: Bachelor's degree in a business-related field or equivalent professional experience. Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred. Securities registrations - Series 6, Series 63, or obtain within a specific time frame. Life and Health Licenses. Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents. Customer service, interpersonal, and listening skills are a must to communicate with clients effectively. Written/verbal communication and presentation skills to provide information via phone, email, video, and chat. Knowledge of CRM and digital financial advice platforms. Wants to sustain a long-term relationship with clients and the markets we serve. At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including: A proven template system Ongoing mentorship from the executive team Technology and systems to enable you to efficiently manage clients' financial information and plans Turnkey marketing services Office/call center environment First Year $100,000+ (competitive base + commissions) Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.

Jul 23, 2024

Full time

Qualifications: Bachelor's degree in a business-related field or equivalent professional experience. Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred. Securities registrations - Series 6, Series 63, or obtain within a specific time frame. Life and Health Licenses. Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents. Customer service, interpersonal, and listening skills are a must to communicate with clients effectively. Written/verbal communication and presentation skills to provide information via phone, email, video, and chat. Knowledge of CRM and digital financial advice platforms. Wants to sustain a long-term relationship with clients and the markets we serve. At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including: A proven template system Ongoing mentorship from the executive team Technology and systems to enable you to efficiently manage clients' financial information and plans Turnkey marketing services Office/call center environment First Year $100,000+ (competitive base + commissions) Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.