Member Benefits Consultants

WEA Member Benefits; Wisconsin; On-site; USD 60,000 - 80,000; Part time

Job summary

A financial mentoring organization is seeking current or former Wisconsin public school employees for part-time Member Benefits Consultant roles. This position involves assisting educators in financial decisions related to retirement programs. Ideal candidates should have strong interpersonal skills and the necessary licenses or willingness to obtain them. This role offers flexibility and the chance to support fellow educators.

Qualifications

• Current or former Wisconsin K–12 public school employee.
• Can obtain necessary licenses prior to appointment.
• Excellent interpersonal skills.

Responsibilities

• Identify eligible Wisconsin public school employees.
• Assist educators in selecting financial products.
• Enroll employees into 403(b) and IRA programs.

Skills

Interpersonal skills

Competitive mindset

Professional image

Education

Current Wisconsin Life and Property and Casualty licenses

FINRA Series 6 and 63 licenses

Job description

Do you want to support public school employees?
Are you looking for a part-time role with flexible hours?
Do you enjoy helping public school employees take ownership in their financial future?

If you answered YES, you might be the person we are looking for.

Member Benefits is committed to the financial security of Wisconsin public school employees. We are looking for current or former Wisconsin public school employees who can help provide financial mentoring to other Wisconsin public school employees.

We are looking for:

WEA Member Benefits (Member Benefits) seeks extraordinary current or former Wisconsin public school employees interested in working part-time as Member Benefits Consultants. Successful candidates will have a familiarity with the Wisconsin educational community as well as a deep understanding of the financial needs and concerns of K–12 public school employees. Working as a consultant for Member Benefits provides personal satisfaction and enjoyment, an opportunity to stay connected to the educational community, and extra income.

About us

Member Benefits was created more than 50 years ago by WEAC to enhance the financial security of Wisconsin K–12 public school employees. We are a leading provider of voluntary retirement savings and personal insurance products to Wisconsin K–12 public school employees.

Assignment

• Identify potential eligible Wisconsin public school employees interested in Member Benefits programs.
• Assist educators and their families in selecting products that help increase their financial security.
• Enroll eligible Wisconsin public school employees into 403(b) and IRA programs.
• Refer Wisconsin public school employees to insurance consultants.
• Work effectively with Member Benefits employees.
• Time is spent educating others.

Qualifications

• Current Wisconsin Life and Property and Casualty licenses and both Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses (or the willingness and ability to obtain prior to appointment to the position).
• A “can-do” attitude and professional image.
• Excellent interpersonal skills.
• Competitive and goal oriented.
• Current or former Wisconsin K–12 public school employee.
• Hourly rate.

To explore this opportunity, submit your resume and we will contact qualified candidates to arrange an interview.

Steve was a band director for 34 years for elementary through high school students (Westfield and De Pere). “I loved it.” His wife is a fulltime technology training specialist at the elementary schools in De Pere.

Dave Olson

While co-owning and managing his family premium ice cream business in Chippewa Falls for 25 years, Dave also taught business and marketing courses atChippewa Valley Technical College for several years. His wife Mary is a retired elementary teacher of 36 years. “As we go through life, circumstances change, but there’s almost always some extra funds that can be set aside to help us reach our retirement goals.”

Mark taught high school science for 35 years and coached high school and college football in Ripon. He was very involved in his association locally and nationally. “That spirit of serving members continues today in my work as an MBC.”

Bruce Winchester

Bruce taught literature, law, and economics for the Elk Mound Area School District. He also enjoyed coaching basketball and academic decathlon.

John Anderson

John retired after 28 years of teaching chemistry and life sciences at Mid-State Technical College in Wisconsin Rapids. He is also currently involved in developing a sustainable agriculture project in Honduras.

Michael was a High School Math, AP Statistics and Theater teacher for 34 years, retiring in 2023 after spending his final 28 years in the Milton School District. Michael and his wife also help lead Project Maria – a non-profit focused on assisting families coping with eating disorders.

Rachel Williams

Rachel retired from the School District of Omro, where she spent 23 years working with staff and students as the high school counselor. Prior to that, she worked as a bank teller and math teacher and served as the treasurer of the Omro Area Scholarship and Education Foundation. As a Member Benefits Consultant, she gets a combination of her two favorite things: people and numbers!

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