Note: The job is a remote job and is open to candidates in USA. Shea’s Financial Services is building a team of people-focused professionals to help families understand and navigate their financial futures. The Financial Wellness Educator guides clients through financial wellness concepts, develops trust-based relationships, and supports plans for income protection, savings, and retirement through virtual meetings and ongoing training.
Responsibilities
- Walk individuals and families through financial wellness concepts in plain, understandable terms
- Hold virtual meetings with clients from the comfort of your home
- Build long-term relationships rooted in trust and education
- Support clients in developing plans to protect income, build savings, and plan for retirement
- Take part in continued training to sharpen your skills and grow professionally
Skills
- Excellent people skills and clear communication
- A self-starter who thrives with independence
- A genuine interest in improving people's financial well-being
- Willingness to earn a Life Insurance license; full training and support provided if you're not yet licensed
- Background in teaching, coaching, mentoring, or public speaking is a strong plus
Benefits
- Fully remote position with a schedule that fits your life.
- Commission-based compensation structure.
- Full-time and part-time paths available.
- Uncapped earning potential tied to performance.
- Hands-on mentorship and ongoing training.
- Room to grow into leadership.
- Full training and support provided if you're not yet licensed.
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