Financial Education Specialist

All Financial Freedom; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote, flexible schedule

Performance-based compensation with uncapped earning potential

Licensing assistance and ongoing training

Clear advancement opportunities for those interested in leadership

Supportive, team-driven environment

Job summary

A financial services company is seeking individuals passionate about education and financial decision-making. This role involves educating clients on financial concepts and strategies, hosting virtual meetings, and building long-term relationships. Ideal for career changers, coaches, and communicators, it offers flexible remote work, performance-based compensation, and comprehensive training. Candidates must be self-motivated and able to pass a background check, with licensing assistance provided.

Qualifications

• Ability to obtain required state licensing (training provided).
• Must be able to pass a background check.
• Passion for learning and teaching others.
• High ethical standards.
• Ability to obtain required state licensing (training provided).
• Must be able to pass a background check.

Responsibilities

• Educate clients on financial concepts and strategies in a clear, structured way.
• Host virtual meetings and informational sessions.
• Guide individuals through a needs-based financial education process.
• Build and maintain professional, long-term relationships.
• Participate in ongoing training, mentorship, and professional development.

Skills

Strong communication and presentation skills

Coachable, self-motivated, and professional

Passion for learning and teaching others

High ethical standards

Professional

Ethical standards

Licensing eligibility

Job description

About the Opportunity

We are growing our financial services team and looking for motivated individuals who are passionate about education, communication, and helping others make informed financial decisions.

This role centers on educating individuals and families on financial concepts, products, and long‑term strategies related to protection, growth, and retirement. No prior financial experience is required, comprehensive training and licensing support are provided.

This opportunity is ideal for career changers, educators, coaches, or professionals seeking flexibility, purpose, and long‑term growth.

Responsibilities

• Educate clients on financial concepts and strategies in a clear, structured way
• Host virtual meetings and informational sessions
• Guide individuals through a needs‑based financial education process
• Build and maintain professional, long‑term relationships
• Participate in ongoing training, mentorship, and professional development

Qualifications

• Strong communication and presentation skills
• Coachable, self‑motivated, and professional
• Passion for learning and teaching others
• High ethical standards
• Ability to obtain required state licensing (training provided)
• Must be able to pass a background check

What We Offer

• Remote, flexible schedule
• Performance‑based compensation with uncapped earning potential
• Licensing assistance and ongoing training
• Clear advancement opportunities for those interested in leadership
• Supportive, team‑driven environment

Who This Role Is For

• Educators, coaches, or communicators
• Career changers seeking meaningful work
• Professionals looking for flexibility and growth
• Individuals passionate about financial education and impact

Apply to learn more and see if this opportunity is the right fit.