Financial Services Education Specialist

Position Overview

We are seeking a Financial Education Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities

• Deliver financial education to individuals and families through virtual meetings

• Explain financial concepts related to protection, accumulation, and retirement planning

• Support clients through a standardized, needs-based education process

• Maintain accurate documentation and professional client relationships

• Participate in ongoing training, compliance, and professional development

Required Qualifications

• Bachelor’s degree preferred or equivalent professional experience

• Strong verbal and written communication skills

• Professional demeanor and ethical standards

• Ability to work independently in a remote environment

• Willingness and ability to obtain required state licensing (training provided)

• Must successfully complete a background check

Compensation & Benefits

• Performance-based compensation structure

• Remote work environment with flexible scheduling

• Licensing assistance and structured onboarding

• Ongoing professional training and advancement opportunities

• Supportive, team-oriented corporate culture

Career Path

This position offers a defined pathway for advancement for individuals interested in leadership, training, or management roles within the organization.

Qualified candidates are encouraged to apply to learn more about this opportunity.