Financial Services Educator – Fully Remote

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<p><strong>Educators: Your Skills Can Take You Beyond the Classroom</strong></p><p>The skills you've developed as an educator; explaining complex ideas, building relationships, communicating with different personalities, and helping people take action; can transfer well beyond the classroom.</p><p>We're looking for current and former teachers, coaches, counselors, administrators, and other education professionals who are interested in applying those skills in financial services while helping individuals and families better understand their financial options.</p><p>In this role, you'll meet virtually with individuals and families, learn about their goals and priorities, and educate them on strategies related to life insurance, income protection, savings, college planning, and retirement planning.</p><p>What You'll Do</p><ul><li>Meet virtually with individuals and families to understand their financial goals.</li><li>Explain financial concepts and strategies in clear, easy-to-understand terms.</li><li>Educate clients on financial strategies appropriate to their individual needs.</li><li>Build professional relationships through communication, education, and service.</li><li>Follow up with prospective and existing clients.</li><li>Participate in structured training, coaching, and mentorship to develop your financial-services knowledge.</li></ul><p><strong>Why Educators?</strong></p><p>Your experience in education has already developed many of the skills that are valuable in this field. You know how to:</p><ul><li>Explain complicated information in ways people can understand.</li><li>Adapt your communication style to different personalities and learning styles.</li><li>Listen, ask meaningful questions, and build trust.</li><li>Coach and encourage people toward a goal.</li><li>Manage multiple priorities and work independently.</li></ul><p>You don't have to leave those skills behind when you leave the classroom.</p><p><strong>What We're Looking For</strong></p><p>We're looking for someone who:</p><ul><li>Has a background in education, coaching, counseling, administration, or a related field.</li><li>Enjoys teaching, communicating, and working with people.</li><li>Is self-motivated and comfortable working independently.</li><li>Has a genuine interest in helping individuals and families become more financially educated.</li><li>Is willing to obtain the required Life Insurance license.</li><li>Is interested in learning a new industry and developing professionally.</li></ul><p>No prior financial-services experience is required. Training, coaching, mentorship, and support toward required licensing are provided.</p><p><strong>What You Can Expect</strong></p><ul><li>Fully remote work</li><li>Flexible scheduling</li><li>Part-time and full-time paths</li><li>1099 independent-contractor status</li><li>Commission-based compensation</li><li>Training, coaching, and mentorship</li><li>Ongoing professional development</li><li>Opportunities for additional responsibility and leadership</li></ul><p><strong>Compensation & Licensing</strong></p><p>This is a 1099 independent-contractor opportunity with commission-based compensation. It is not a salaried or hourly position, and there is no guaranteed income. Compensation varies based on individual production and performance.</p><p>Prior financial-services experience is not required to begin the training process, but individuals must obtain the required licensing before conducting activities that require a license.</p><p><strong>Ready for a Different Way to Use Your Skills?</strong></p><p>If you're a current or former educator looking to explore a professional path outside the traditional classroom while continuing to teach, communicate, build relationships, and help people, we'd love to connect.</p><p><strong>Reach out or apply to learn more about the opportunity and determine whether it's a good fit for you.</strong></p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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