Financial Education Associate

Job Description

REQUIREMENTS

• Strong communication skills
• Positive attitude and willingness to learn
• Self-motivated and goal-oriented
• Passion for helping others
• Entrepreneurial mindset
• Ability to work independently

RESPONSIBILITIES

• Connect with individuals and families to discuss financial goals and concerns
• Educate clients on financial literacy topics such as:
• Income protection
• Debt management
• Retirement planning
• Wealth-building strategies
• Life insurance fundamentals
• Conduct complimentary financial needs assessments
• Help clients understand available financial protection options
• Participate in ongoing training and mentorship programs
• Build relationships within your community and network

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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