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Client Account Strategist

icon building Company : Valuteachers
icon briefcase Job Type : Contract
icon geo-alt Ponte Vedra, Fl 32081

Number of Applicants

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000+

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Job Description - Client Account Strategist



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

Original job Client Account Strategist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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