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.