Client Account Strategist
ValuTeachersFlorida, United States
Posted October 20, 2025
Contract / Temporary
About the Company
ValuTeachers, Inc. is a female‑founded retirement solutions firm that has served educators and school system employees nationwide since 1999. Leveraging more than two decades of expertise, the company delivers tailored retirement education, planning, and financial literacy services through a network of 600 advisors in roughly 7,000 school districts, supporting 130,000 professionals today. Its core value proposition lies in combining industry‑leading guidance with a mission‑driven focus on closing the retirement‑planning gap for the 75 % of teachers who remain unprepared. ValuTeachers’ culture emphasizes empowerment, community impact, and a commitment to financial dignity for educators at every career stage.
Job Description
ValuTeachers Inc. is seeking a Client Account Strategist to provide financial planning services to educators and public service employees. The role focuses on helping clients plan for a secure retirement, offering support, mentorship, and dedicated back-end tools. The company emphasizes a mission-driven work environment and growth opportunities.
Requirements
- Licensed life insurance and Series 65 insurance
- 403(b), 457, or 401(a) retirement plan experience (preferred)
- Strong interpersonal and communication skills
- Bachelor's degree or equivalent industry experience
- Bilingual fluency in Spanish (a plus)
- 403(b), 457, or 401(a) knowledge
Benefits
- Bonus based on performance
- Opportunity for advancement
- Training & development
