Financial Educator

Fellowship Tax Advisory; Jacksonville (FL); Remote; USD 40,000 - 60,000; Full time

Job summary

Fellowship Tax Advisory is seeking a Licensed Insurance Agent or aspiring candidate for a remote role. Responsibilities include selling insurance policies, providing financial advice, and ensuring compliance. Training is available for those not yet licensed.

Qualifications

• Proficiency in Insurance Sales and Insurance Brokerage.
• Relevant licenses and certifications required.

Responsibilities

• Selling insurance policies and offering brokerage services.
• Evaluating client needs and processing insurance applications.

Skills

Insurance Sales

Communication

Financial Advising

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Job description

The Preaching Attorney (TM)

Company Description

Fellowship Tax Advisory is dedicated to providing expert tax planning, tax resolution, and notary services with integrity and care. Founded by a former IRS attorney, our mission is to guide individuals, families, and businesses through complex financial matters with clarity and professionalism. We believe in trust, honesty, and personalized service. Our commitment is to offer solutions tailored to unique needs, whether navigating tax challenges, responding to IRS notices, or seeking reliable notary services. At Fellowship Tax Advisory, it’s about building lasting relationships and helping you find peace and confidence in your financial decisions.

Role Description

This is an open remote role for a Licensed Insurance Agent or someone with the ambition to be licensed. You will be a 1099 independent contractor. The Licensed Insurance Agent will be responsible for selling insurance policies, offering insurance brokerage services, and providing expert financial advice. Daily tasks include evaluating client needs, processing insurance applications, handling customer inquiries, and ensuring compliance with industry regulations.

Training is offered if you are not licensed or need a refresher.

Qualifications

• Proficiency in Insurance Sales and Insurance Brokerage
• Knowledge of Finance and financial advising
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Relevant licenses and certifications
• Bachelor’s degree in Finance, Business, or a related field

Seniority level

• Entry level

Employment type

• Other

Job function

• Education and Training

Industries

• Business Consulting and Services