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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
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.