Getting Started as a PSERC Counselor

You have questions about the program, how it works, and how to get onboarded at PSERC. For your convenience, we’ve put together this simple guide to help walk you through your journey with us.

  • Sign Up as a PSERC Counselor on our website.
  • Wait 2-5 business days. You will be contacted for an interview with a current PSERC representative if you meet the qualifications and standards for our program.
  • If you are scheduled for an interview, here is what you can expect during your video interview:
    1. Discuss the opportunities we offer
    2. What markets are available
    3. Review your licenses
    4. Assess your experience
  • After your interview, if you and PSERC agree to a partnership, you will be officially invited to join PSERC within 14 business days with our Agency Agreement and Contract.
  • We will then provide you with a list of information and additional documents we need to get you set up in our online appointment scheduling system so that you are paired with the highest quality leads.
  • You will be invited to schedule your onboarding training. Details on what your training will include will be provided by your PSERC coach.
  • Following the completion of your training, an advisor profile will be created for you that you will be able to update.
  • Your online calendar will be integrated with our master calendar with your availability set by you. We do this by simply sending you a link to accept sharing your calendar with PSERC.
  • For questions or a tutorial on how to set up your PSERC calendar availability, go here.
  • Publish your calendar.
  • Start getting qualified leads booked to your calendar within 2-7 business days.

Frequently Asked Questions

1. How do I get new clients?

At PSERC, we get you quality appointments! As a trusted advisor, you will have meetings with potential clients scheduled right to your calendar. Then, you just do what you do best: provide value and close new business. Need additional sales resources? We have you covered! Visit our blog and resources for more sales tips and insights.

2. How do I provide a pension review?

As a new PSERC Counselor, your training will include an overview of how we deliver pension reviews with a step-by-step checklist. While we have a quality we expect to be maintained, we encourage you to personalize the process for you and the client.

3. Why can’t I close new business?

If after several qualified appointments you haven’t been able to close new business, you may just need more sales training. We highly recommend the following sales courses if you are looking to develop your skill of selling. If you think the reason you aren’t closing new business is something else, let us know here.

4. How do lead credits work?

So long as you are purchasing appointments every week, we’ll replace up to 2 appointments every week.

5. How do I get my leads scheduled on my calendar?

You don’t! We do. Appointments are automatically scheduled to your calendar without you having to lift a finger.

6. How are the appointments conducted?

All appointments are conducted through video conferencing unless you elect to meet with local prospects in person. As a PSERC Counselor, we encourage you use Zoom Meetings or Google Meet to host your appointments.

7. What technology and skills are needed to represent PSERC as a counselor?

We value and expect the utmost professionalism of our representatives. These are online video appointments. Therefore, you will be required to have a computer or tablet, reliable high-speed internet, Zoom or Google Meet capability, ring light if you do not have good lighting in your office, quality sound, and professional background.

8. Where do I get teacher pension information for my state?