Job Description

Description

Veraz Advisors and Veraz Insurance Solutions are seeking a dynamic Financial Educator & Public Speaker to lead financial education seminars across the San Francisco Bay Area . You will present to pre-retirees and early retirees (ages 50–70) at community colleges, community centers, and dinner seminar venues.

This high-visibility, on-site role reports directly to Veraz executives and plays a key role in building trust in our fiduciary financial advisory model.

Responsibilities

• Deliver 2.5- to 5-hour in-person educational events or seminars on topics including retirement income planning, tax strategies, and asset protection.
• Engage audiences of 5–25 households in a clear, informative, and trustworthy manner.
• Encourage attendees to schedule follow-up consultations— no selling, pitching, or product promotion .
• Collaborate with leadership to refine educational materials and ensure brand alignment.

Qualifications

• Strong background in public speaking, education, acting, or financial communications.
• Comfortable presenting live to mature audiences and facilitating dialogue.
• Skilled at delivering scripted material with energy and authenticity.
• (Preferred) Financial certifications such as CFP®, ChFC®, CLU®, or relevant insurance licenses.

Compensation

• Base Pay: $200 per event hour ($1,000 per 5-hour event)
• Performance Bonus: $50 per qualified household consultation scheduled
• Extras: Travel stipends, professional support

Speakers must only work for Veraz exclusively within the financial services industry (planning, advisory, investments and insurance).

About Us

Veraz is a fiduciary-only RIA and insurance firm focused on serving high-income and high-net-worth individuals and families. We operate with integrity and empathy, guided by five core values: Truthful, Service-Oriented, Collaborative, Coachable, and Empathetic.

Apply today to join a mission-driven team where public education—not sales—is the foundation of client engagement.

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