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Financial Wellness Educator – Remote

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Financial Wellness Educator – Remote

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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