We are seeking a candidate with a strong passion for financial education and community impact. This role focuses on learning and teaching personal finance concepts while helping individuals improve their financial well-being through free public financial education workshops. Responsibilities include guiding individuals in key areas such as retirement planning, savings strategies, debt management, college planning, and other essential financial topics. The ideal candidate is motivated by helping others build confidence and long-term financial security.
Requirements
Candidates must be willing to obtain the required insurance and health licenses, with guidance and support provided by our organization to assist families effectively.
Candidates must attend training workshops to learn financial education concepts in order to teach and present them to the public.
Candidates must demonstrate a willingness to learn, grow, and commit the necessary time to training, workshops, and client support.
No formal education or degree is required for this role.
Candidates from all educational and professional backgrounds are welcome to apply.
Demonstrated ability in relationship management and cold calling techniques to generate leads and close placements.
Job Type: Part-time
Pay: $1,000.00 - $70,000.00 per year
Expected hours: 5 - 10 per week
Benefits:
Flexible schedule
Work Location: Hybrid remote in Alviso, CA 95002
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