Financial Educator/Life Insurance Agent

The Financial Educator empowers clients and communities with the knowledge and tools needed to make confident financial decisions. This role delivers financial literacy programs and financial solutions that support individuals, families, and small businesses in building long‑term financial health.

Key Responsibilities

Deliver workshops, webinars,  on budgeting, credit, investing, retirement planning, and financial wellness.

Partner with community organizations, schools, and employers to expand financial education outreach.

Provide information to improve financial habits or achieve specific financial goals.

Stay informed on financial regulations, consumer trends, and best practices in financial education.