Financial Education Coach
NFP, an Aon company
full-time
Posted on:
Location Type: Remote
Location: Wisconsin • United States
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Salary
💰 $70,000 - $100,000 per year
About the role
- Conduct group and individual employee financial education meetings in English and Spanish
- Serve as primary point of contact and lead financial education for plan participants
- Provide prompt, courteous, and excellent service
- Actively interact with clients and their employees to ensure we are delivering upon service expectations
- Cross-sell all lines of business and services available at Wealthspire
Requirements
- College degree preferred
- Spanish language fluency is a big plus
Benefits
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicecommunicationinterpersonal skillsleadershipclient interactioncross-sellingfinancial education