Financial Planner Former Educator​/Coach

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Do Work That Matters:
  People are drawn to this career because it offers meaningful work—the kind that provides fulfillment through service to others. That’s why it resonates so deeply with the values teachers and coaches bring to the table.
• Leverage Your Communication Expertise:
  As a teacher or coach, you’ve mastered the art of communication—whether it's explaining complex concepts or motivating individuals. These skills are crucial in financial services, where you could help guide clients through important financial decisions that impact their lives.
• Build Lifelong Relationships:
  In teaching and coaching, you connect with individuals over time, watching them grow and succeed. In financial services, you could continue fostering these long‑term relationships, helping clients at each stage of their financial journey, and offering support that lasts a lifetime.
• See the Impact of Your Work:
  Just as you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients’ lives.
• Achieve Greater Rewards:
  The transition from teaching or coaching to financial services could offer the potential for not only a more fulfilling career, but also the opportunity to grow personally and professionally—while building a future that reflects your values and goals.

Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local, supportive team.

• Strong communication and interpersonal skills.
• Goal‑oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high‑activity approach, setting us apart from an industry often fixated on end results.

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Flexible work from home options available.