Shea’s Financial Services
Financial Wellness Educator – Remote
2 months ago
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Important information
Contract type:
Part time
Location:
Mutual, OH, USA
Work mode:
Remote
Published on:
18 August 2026
What they need
About the Job
Were you once a teacher, coach, or counselor? Your ability to explain, guide, and connect with people is a skill that transfers directly into a rewarding new career.
We're building a team of former educators, coaches, and other people-focused professionals who want to keep making a difference; this time by helping families understand and navigate their financial future. Our approach is conversation-based, not sales-based: we teach, we listen, and we guide.
Your Role
- Walk individuals and families through financial wellness concepts in plain, understandable terms.
- Hold virtual meetings with clients from the comfort of your home.
- Build long-term relationships rooted in trust and education.
- Support clients in developing plans to protect income, build savings, and plan for retirement.
- Take part in continued training to sharpen your skills and grow professionally.
What We're Looking For
- Background in teaching, coaching, mentoring, or public speaking is a strong plus.
- Excellent people skills and clear communication.
- A self-starter who thrives with independence.
- A genuine interest in improving people's financial well-being.
- Willingness to earn a Life Insurance license; full training and support provided if you're not yet licensed.
What You Can Expect
- Fully remote position with a schedule that fits your life.
- Commission-based compensation structure.
- Full-time and part-time paths available.
- Uncapped earning potential tied to performance.
- Hands-on mentorship and ongoing training.
- Room to grow into leadership.
- A team culture built around education, not pressure.
Still looking for a way to use your gift for helping people; just with more flexibility and stronger income potential? This could be it.
Reach out to schedule a virtual info session and see if it's the right next step for you.
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