1. This position is sales. It requires good personal networking capabilities, people skills, and sales skills.2. You should have a background in finance or sales. A college degree definitely helps, and I'm assuming yours is in education, but that does not limit you from becoming a specialist. You'll need the appropriate securities licenses though. I'd recommend the Series 7 and 66 as well as a Life, Accident and Health insurance license.3. Most of these positions have low or no base salary, but instead are paid on commissions.4. Depending on the organization you'll be an independent agent, or a contracted employee of a bank or specialized firm.5. You can work in any industry, depending on the kind of clientele you want to focus on.6. Good organizations to join are NAIFA (National Association of Independent Financial Advisors), the local Chamber of Commerce, and an organization like Kiwanis or Rotary where you can network with business owners.7. You need to be self-motivated, organized, people-oriented, and possess good sales skills.As a teacher, there are organizations that work specifically in the administration of educational benefites, namely the state 403(b) plans. I don't know which one handles Massachusetts, but I know there are several in Michigan that work specifically with school systems. That might be a good place for you to start, but you'll need the licensing first
