Position Overview
We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.
The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Key Responsibilities
- Deliver financial education through virtual meetings
- Explain concepts related to protection, accumulation, and retirement
- Support clients through a standardized, needs-based process
- Maintain accurate documentation and client records
- Participate in training, compliance, and professional development
Required Qualifications
- Bachelor's degree preferred or equivalent experience
- Strong communication skills
- Professional demeanor and ethical standards
- Ability to work independently in a remote environment
- Willingness to obtain state licensing (training provided)
- Background check required
Compensation & Benefits
- Performance-based compensation
- Remote, flexible schedule
- Licensing assistance and structured onboarding
- Ongoing training and advancement opportunities
Career Path
Defined growth into senior specialist, leadership, or training roles.