Remote Financial Education Specialist – Growth & Licensing

All Financial Freedom; St. Louis (MO); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Performance-based compensation

Remote work with flexible scheduling

Licensing assistance and structured onboarding

Clear advancement opportunities

Job summary

A growing financial services organization is seeking a Financial Services Specialist to deliver structured financial education through virtual meetings. The role emphasizes professionalism and long-term relationship building. Comprehensive training and licensing support is provided, making it suitable for those without prior experience. This position offers performance-based compensation, remote work with flexible scheduling, and clear advancement opportunities based on individual performance.

Qualifications

• Bachelor's degree preferred or equivalent professional experience.
• Strong communication skills and professional presence.
• Ability to work independently in a remote environment.
• Willingness to obtain required state licensing (training provided).
• Successful completion of a background check.

Responsibilities

• Deliver structured financial education through virtual meetings.
• Explain financial concepts related to protection, accumulation, and long-term 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

Professional presence

Ability to work independently

Education

Bachelor's degree or equivalent experience

Job description

A growing financial services organization is seeking a Financial Services Specialist to deliver structured financial education through virtual meetings. The role emphasizes professionalism and long-term relationship building. Comprehensive training and licensing support is provided, making it suitable for those without prior experience. This position offers performance-based compensation, remote work with flexible scheduling, and clear advancement opportunities based on individual performance.