Note: The job is a remote job and is open to candidates in USA. Shea’s Financial Services is seeking current and former educators and other education professionals to apply their communication and relationship-building skills in financial services. The role involves meeting virtually with individuals and families, understanding their goals, and educating them on life insurance, income protection, savings, college planning, and retirement strategies.
Responsibilities
- Meet virtually with individuals and families to understand their financial goals
- Explain financial concepts and strategies in clear, easy-to-understand terms
- Educate clients on financial strategies appropriate to their individual needs
- Build professional relationships through communication, education, and service
- Follow up with prospective and existing clients
- Participate in structured training, coaching, and mentorship to develop your financial-services knowledge
Skills
- Has a background in education, coaching, counseling, administration, or a related field
- Enjoys teaching, communicating, and working with people
- Is self-motivated and comfortable working independently
- Has a genuine interest in helping individuals and families become more financially educated
- Is willing to obtain the required Life Insurance license
- Is interested in learning a new industry and developing professionally
- No prior financial-services experience is required
- Prior financial-services experience is not required to begin the training process, but individuals must obtain the required licensing before conducting activities that require a license
Benefits
- Fully remote work
- Flexible scheduling
- Part-time and full-time paths
- Training, coaching, and mentorship
- Support toward required licensing
- Ongoing professional development
- Opportunities for additional responsibility and leadership
- Commission-based compensation
Company Overview