Qualifications:
- If you have ever worked with Edward Jones we would like to hear from you.
- Bachelor's degree in a business-related field or equivalent professional experience.
- Prefer experience working with defined contribution plans, 403(b), 457, and 401 (a).
- Must have an active Life License.
- 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.
- A proven template system
- Ongoing mentorship from the executive team
- Technology and systems to enable you to manage your clients' financial information and plans efficiently
- Turnkey marketing services
- Office/call center environment
- Competitive base salary + commissions
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.
Company Website: www.valuteachers.com
(if you already have a resume on Indeed)