Remote Financial Education Specialist – Growth & Licensing

All Financial Freedom; Middletown Township (PA); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance-based compensation structure

Remote work with flexible scheduling

Licensing assistance

Clear advancement opportunities

Job summary

A leading financial services organization is seeking a Financial Services Specialist to provide structured financial education through virtual engagement. No previous experience is required, as comprehensive training and licensing support will be provided. The role emphasizes professionalism and relationship building, offering performance-based compensation and clear advancement opportunities within the company. Flexible remote work ensures a balanced work-life experience for candidates.

Qualifications

• Strong communication skills and professional presence are vital.
• Ability to work independently in a remote environment.
• Willingness to obtain required state licensing.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection and planning.
• Support individuals through a standardized, needs-based process.
• Maintain accurate documentation and adhere to compliance standards.
• Participate in ongoing training and professional development.

Skills

Strong communication skills

Ability to work independently

Professional presence

Education

Bachelor's degree or equivalent professional experience

Job description

A leading financial services organization is seeking a Financial Services Specialist to provide structured financial education through virtual engagement. No previous experience is required, as comprehensive training and licensing support will be provided. The role emphasizes professionalism and relationship building, offering performance-based compensation and clear advancement opportunities within the company. Flexible remote work ensures a balanced work-life experience for candidates.