Financial Wellness Specialist

Job Description

REQUIREMENTS

• Empathetic, motivated people who want to help others feel secure.
• Coachable and curious — a willingness to learn matters more than experience.
• Candidates with active Life and Health Insurance licenses or those working toward them; unlicensed applicants are welcome and supported through the process. Securities licensing is an optional next step.
• People committed to strengthening their community’s financial wellbeing.

RESPONSIBILITIES

• Help clients build healthier financial habits around debt, life insurance, and retirement planning.
• Match families with suitable products from a wide network of A-rated providers.
• Use the agency’s automation and training systems to keep your work organized and client-focused.
• Develop lasting client relationships with room to lead and mentor as you grow.

Are you interested in this position?

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

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