Financial Services Instructor

Learning and DevelopmentLearning and DevelopmentFull TimeRemoteTeam 1,001-5,000

Location

United States

Posted

2 days ago

Salary

Not specified

No structured requirement data.

Job Description

We Impact Lives Through Purpose-Driven Work in A People First Culture

 

Ascend Learning, a leading healthcare and learning technology company, is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data-driven solutions across the lifecycle of learning. From testing to certification, Ascend Learning products are used by physicians, emergency medical professionals, nurses, allied health professionals, certified personal trainers, financial advisors, skilled trades professionals and insurance brokers.

 

Headquartered in Burlington, MA, with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America’s 2025 Greatest Workplaces as well as America’s Best Places to work for Mental Well-Being for 2025. 

 

We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more. 

 

Ascend Learning brand ExamFX is the nationwide leader for insurance and securities pre-licensing and continuing education courses, having trained over nine million people since 1996. ExamFX combines streamlined content, cutting-edge online tools, and highly-predictive practice exams that are the most state-specific available, to ensure students are the most prepared on test day. Thousands of organizations trust ExamFX to prepare employees for exciting new careers.

 

WHAT YOU'LL DO

 

As a Securities Instructor, you will have two roles within education and instruction:

Live Classes: You will teach live, interactive Webinar-based courses on high-demand securities industry qualification exams. You will be an ambassador of our organization, empowered to find creative ways to deliver our material. You will assist students with advancing in their study program by providing them with an in-depth understanding of securities products and rules and an understanding of the functioning and structure of the securities industry.

Support: In this role, you will also assist, train, and coach students over the phone and through the Instruction email system by responding to their content-specific questions so they are successful in passing their qualification exams.

 

WHERE YOU’LL WORK

 

This position will work remote in the United States.

 

HOW YOU’LL SPEND YOUR TIME

 

  • Teach product knowledge to students in written and oral formats
  • Coach students to help them pass their qualification exams and thereby advance their career
  • Track updates to material and communicate with team members
  • Handle customer issues and escalate to management when necessary
  • Assist with editorial projects, which are not limited to writing content, questions, reviewing rule, or regulation changes

 

WHAT YOU'LL NEED

 

  • 5+ years of experience in a teaching or training role
  • 5+ years of experience in Financial Security industry
  • Have a passion for teaching, tutoring, training
  • Knowledge of the compliance rules that govern the security industry
  • Experience and knowledge with either the Series 7 and Series 66 securities licensing exams or the Series 65
  • Exceptional written and oral communication skills
  • Enjoys working with people
  • Excellent interpersonal and English skills
  • Punctuality is a must
  • Trustworthy, reliable, flexible
  • Ability to work independently and with a team
  • Familiar with current technology (desktop and mobile platforms), including Microsoft Office, Internet browsers, and search engines
  • Team player

 

BENEFITS

 

  • Flexible and generous paid time off
  • Competitive medical, dental, vision and life insurance
  • 401(k) employer matching program
  • Parental leave
  • Wellness resources
  • Charitable matching program
  • On-site workout facilities (Leawood, Gilbert, Burlington)
  • Community outreach groups
  • Tuition reimbursement

 

Fostering A Sense of Belonging

 

Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers. We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued, and be authentic. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a sense of belonging. 

 

Ascend Learning, LLC is proud to be an equal opportunity employer (M/F/Vets/Disabled). No agency or search firm submissions will be accepted. Applications for U.S.-based positions with Ascend Learning, LLC must be legally authorized to work in the United States, and verification of employment eligibility will be required at the time of hire. 

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