NFP · 5 hours ago

Financial Coach, Retirement Plans (remote)

Phoenix, AZ

Full-time

Remote

Entry Level

$65K/yr - $125K/yr

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Responsibilities

Conduct group and individual employee financial education meetings in person and virtually

Serve as the 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 delivery of service expectations

Cross-sell all lines of business and services available at NFP

Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings

Consult with NFP’s internal ERISA teams to ensure proper compliance regarding all client matters

Provide prompt correspondence and ensure questions or issues are resolved in an accurate and timely manner

Additional duties as assigned

Qualification

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Financial educationPublic speakingMicrosoft Office SuiteClient relationship managementRetirement plan knowledgeSpanish language fluency

Required

Strong communication skills and comfort with public speaking, coaching and providing education are required

Conduct group and individual employee financial education meetings in person and virtually

Serve as the 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 delivery of service expectations

Cross-sell all lines of business and services available at NFP

Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings

Consult with NFP’s internal ERISA teams to ensure proper compliance regarding all client matters

Provide prompt correspondence and ensure questions or issues are resolved in an accurate and timely manner

Must be able to commute/drive within assigned territory as well as be able to travel (plane/train) out of state aprox 20% of time

Strong proficiency with Microsoft Office Suite

Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information

Be a self-starter and have the ability to make sound independent decisions

Ability to successfully interact with a variety of people/personalities

Strong leadership and coaching skills

Possess technical expertise plus good analytical and problem-solving skills

Ability to handle situations in a calm, courteous and professional manner

Strong attention to detail, decision-making skills and problem resolution