Financial Education Consultant

Tagan Financial is expanding nationwide and seeking motivated individuals interested in building a career in financial services and client education. This opportunity is ideal for candidates who enjoy helping people, communicating professionally, and developing leadership and business skills in a fast-paced environment. Team members work with individuals and families to help educate them on topics such as budgeting, life insurance, retirement strategies, and long-term financial planning. No prior financial industry experience is required, as training and licensing support are provided.

In this role, representatives meet with prospective clients, conduct educational appointments, and assist with identifying financial needs and goals. Responsibilities may include scheduling appointments, participating in training sessions, maintaining compliance standards, and working collaboratively with a leadership team. Candidates should possess strong communication skills, professionalism, self-discipline, and a willingness to learn. State licensing may be required for certain responsibilities, and assistance with the licensing process is available for qualified candidates.

Tagan Financial offers flexible scheduling options, mentorship, and opportunities for career advancement in a growing national organization. Compensation packages may vary depending on position qualifications and responsibilities and can include hourly pay, salary-based opportunities, performance-based compensation, and residual income opportunities where permitted. Both part-time and full-time opportunities are available. The company values integrity, personal growth, teamwork, and leadership development.