Financial Wellness Educator | Remote, Flexible Opportunity

What if the skills you’ve spent years developing could help you build a new career in a completely different field? If you’re a teacher, coach, counselor, mentor, or someone who enjoys educating and supporting others, you may have more transferable skills than you realize. Our team helps individuals and families better understand their financial options through education, meaningful conversations, and personalized guidance. You don’t need a background in finance to begin. We provide training, mentorship, and ongoing support to help you develop the knowledge and skills needed for the role. What You’ll Do Help individuals and families better understand financial wellness concepts using clear, everyday language. Connect with clients virtually, working remotely from home. Build relationships through communication, education, and trust. Help clients explore options related to income protection, savings, and retirement planning. Participate in ongoing training, coaching, and professional development. Build your own client relationships and explore opportunities for leadership as your experience grows. The Skills You Already Have Matter People who have spent their careers teaching, coaching, counseling, or mentoring often bring valuable skills to this field. You know how to break down complicated information. You know how to listen and ask thoughtful questions. You know how to build relationships and earn trust. You know that everyone learns differently and needs guidance that meets them where they are. You can learn financial concepts. The ability to connect with people and help them learn is a valuable foundation. What We’re Looking For Experience in education, coaching, counseling, mentoring, public speaking, sales, customer service, or another people-focused field is beneficial. Strong communication and interpersonal skills. The ability to work independently and manage your own schedule. A genuine interest in helping individuals and families improve their financial understanding. A willingness to learn, complete licensing requirements, and continue developing professionally. No prior financial industry experience is required. Training and support are provided throughout the licensing process. What the Opportunity Offers Fully remote work with a flexible schedule. Full-time or part-time participation. Training, coaching, and ongoing mentorship. Opportunities to develop a client base and pursue leadership. A collaborative team environment focused on education and relationship-building. Uncapped earning potential based on individual performance. Compensation and Important Requirements 1099 independent contractor position. Commission-only compensation. There is no guaranteed hourly wage or salary, and earnings depend on performance. Must be willing to obtain the required Life insurance license, subject to applicable state requirements. Must complete required background checks and other applicable onboarding requirements. Must be legally authorized to work in the United States and meet the company's eligibility requirements. This is an independent business opportunity, not a W-2 employee position. Could This Be Your Next Chapter? Maybe you’ve spent years helping students succeed, encouraging a team, guiding people through difficult decisions, or explaining things others find confusing. Those experiences can be a meaningful starting point for something new. You don’t have to know everything on day one. You do need a willingness to learn, communicate, and help others make informed decisions. If you’re interested in exploring how your existing skills could translate into a career in financial wellness, we’d welcome the opportunity to connect.