Note: The job is a remote job and is open to candidates in USA. Shea’s Financial Services is seeking educators to apply their teaching and relationship-building skills in the financial services field. The Financial Services Educator will educate individuals and families on financial concepts, meet virtually with clients, help identify financial goals, and support strategies for income protection, savings, and retirement. The role also involves building client relationships, completing ongoing training, and helping clients take action on suitable financial strategies.
Responsibilities
- Educate individuals and families on financial concepts in clear, easy-to-understand terms
- Meet virtually with clients and help them identify their financial goals and priorities
- Build long-term relationships through education, communication, and service
- Help families explore strategies for protecting income, building savings, and preparing for retirement
- Develop your financial knowledge through ongoing training, coaching, and mentorship
- Help clients take action on the strategies that best fit their individual needs
Skills
- • Current or former teachers, coaches, counselors, administrators, and other education professionals
- • Strong communication and relationship-building skills
- • Someone who genuinely enjoys teaching and helping others
- • A self-starter who is comfortable working independently
- • Someone interested in developing knowledge in financial services
- • Willingness to obtain a Life Insurance license. Training and support are provided for those who are not yet licensed
Benefits
- Fully remote opportunity.
- Part-time and full-time paths available.
- Flexible scheduling.
- Commission-based compensation with uncapped earning potential based on performance.
- Ongoing training and hands-on mentorship.
- Opportunities to develop professionally and grow into leadership.
- Training and support are provided for those who are not yet licensed.
- A team environment where education, service, and relationships come first.
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