Careers at Teachers Retirement Planners
TRP is recruiting and licensing the next generation of financial professionals to serve one of the most underserved, high-trust, high-need markets in America: the 6.1 million public school educators heading toward retirement without a personalized plan. We train you, license you through the GFI platform, and hand you a proven framework — not a phone book and a quota.
The Opportunity
Most financial recruiting pitches point you at the general public and wish you luck. TRP hands you a defined niche, a repeatable process, and a market that genuinely needs what you're licensed to deliver.
Reason 01
Public educators are a uniquely large, stable, and overlooked market. State pension reps legally can't advise them — that gap is your opportunity, every single day.
Reason 02
Teachers talk to teachers. Once you're known inside a district as the advisor who actually understands TRS/CalSTRS, referrals compound — you're not prospecting strangers.
Reason 03
TRP's annual finish-line review isn't just good for clients — it's a built-in reason to stay in front of every household you onboard, year after year.
Reason 04
You're not improvising. The Three-Legged Stool analysis, the GRIPP method, and the PERCS framework give you a repeatable process clients immediately understand.
Reason 05
Through our GFI platform, we guide you from pre-licensing through advanced product certifications — no guessing what exam or designation comes next.
Reason 06
You inherit the credibility of an established, integrity-first firm built specifically for this audience, instead of cold-starting your own reputation.
Training & Licensing
GFI is the structured platform TRP uses to take new financial professionals from interested candidate to fully licensed, practice-ready advisor — with ongoing education to keep you current as you grow.
STAGE 01
State-approved coursework and exam prep delivered through GFI to get you licensed for life, health, and annuity products.
STAGE 02
Hands-on training in the GRIPP and PERCS methodologies so you can speak fluently about annuities, IUL, and living benefits from day one.
STAGE 03
Shadow seasoned TRP advisors on real diagnostic consultations before you run your own — feedback built into the GFI tracking system.
STAGE 04
Ongoing CE credits, advanced designations, and leadership tracks managed through GFI so your license — and your practice — keep growing.
Your Path to TRP Advisor
We built a clear, supported on-ramp — no figuring it out alone.
Tell us about your background and what draws you to serving educators. We're looking for character and work ethic — not necessarily prior industry experience.
Enroll in GFI's pre-licensing program and get your required state licenses, with TRP covering coursework guidance every step of the way.
Learn the Three-Legged Stool diagnostic, GRIPP, and PERCS methodologies, plus the specific language of TRS, CalSTRS, and other state pension systems.
Sit in on real client reviews with a mentor advisor, then run your own diagnostic consultations with ongoing support from the TRP team.
Every client you onboard becomes part of your annual review practice — a growing, relationship-based book of business instead of a revolving door of one-time sales.
Is This You?
You want a defined niche to build a career around, instead of cold-calling the general public.
You'd rather build long-term relationships than chase one-time commissions.
You're comfortable being coached, licensed, and mentored through a structured program like GFI.
You have, or want to develop, a genuine respect for the work educators do.
You're looking to transition careers — teaching, sales, military, or otherwise — into a licensed financial practice.
You want a firm with an established framework and brand, not a blank page.
Start Your Application
If you're ready to be trained, licensed through GFI, and supported by a firm with a real framework and a market that needs you, let's talk.
Apply to Become a TRP Advisor