MSA Careers & Consulting Ltd

Financial Planning and Analysis

• Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
• Cover a variety of financial topics, including but not limited to budgeting, debt reduction, credit management, retirement planning, investment education, insurance basics, and home buying.
• Offer unbiased coaching that focuses solely on educating and empowering employees without any sales or promotion of financial products.
• Maintain professionalism and confidentiality in all interactions with employees.
• Tailor coaching and resources to employees' individual needs, goals, and financial circumstances.
• Utilize digital tools (e.g., video conferencing platforms) to conduct coaching sessions remotely.
• Track session completion and provide brief documentation of topics covered.

Part-Time Financial Coach – Contractor

Manager

• Design and implement comprehensive training strategies for financial coaches
• Create rigorous onboarding programs and ongoing skill development opportunities
• Establish coaching readiness standards and measurement systems
• Implement quality assurance processes including session reviews and outcome measurement
• Support compliance and certification requirements of coaching staff
• Design ongoing professional development pathways and integrate technology tools
• Collaborate with education and marketing teams to develop coaching resources
• Deliver 10-20% of time coaching sessions with high member satisfaction

Training and Development Manager

• Represent FSCs to help members identify financial concerns, resources, and schedule consultations with licensed financial counselors
• Demonstrate empathy, inspire confidence in MSA’s solutions, and set expectations for ongoing relationships
• Put callers at ease, simplify concepts like eligibility and benefits, lead inquiries, scheduling, data capture, and language fluency (English and Spanish preferred)
• Emphasize teamwork, integrity, and career development within a remote work context

Part-Time Financial Coach – Contractor

Training and Development Manager

Financial Success Coordinator