Client Account Strategist

ValuTeachers

Client Account Strategist

Ponte Vedra, FL
Full Time
Paid
  • Responsibilities

    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.