SAFE - Secure, Adequate Financial Education LLC ยท 1 day ago
Remote Financial Coach
South Carolina, United States
Part-time
Remote
Entry Level
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Responsibilities
Conduct meetings with clients, assess their financial situation, identify problematic areas, and solve problems using our company's software and services.
Manage your own schedule.
Attend weekly training meetings and study independently for all required licenses.
Qualification
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Required
Computer literacy.
Experience using Google Drive.
Experience attending and/or conducting Zoom meetings.
Excellent communication and writing skills.
Customer service experience is a plus.
Must be at least 18 years old, a U.S. citizen, and be able to pass a federal background check.
Time management skills and the ability to self motivate.
Must be prompt and reliable.
Positive attitude.
Ability to work independently and with a team.
Company
SAFE - Secure, Adequate Financial Education LLC
A financial services company, helping ordinary people achieve extraordinary financial goals.
Founded in 2023Camden, SC
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase
