Part-Time Remote Financial Coach – Chile

My Secure Advantage; Chile; On-site; CLP 4,268,000 - 5,975,000; Part time

Job summary

My Secure Advantage, Inc. is seeking a Part-Time Financial Coach to work remotely from Chile. You’ll deliver 30-minute virtual coaching sessions to employees of major global companies, paid in USD, with no sales or product pitching.

Choose topics you’re strongest in and set flexible hours; sessions are unbiased education with real impact. Responsibilities include coaching, budgeting, debt, credit, retirement planning, investing, and home buying, while maintaining confidentiality and using a CRM

Qualifications

• 5-years of experience in financial coaching, financial planning, or personal finance education
• Familiarity with financial systems in the Chile
• Working knowledge across budgeting, debt management, credit, retirement, investing, insurance, and/or home buying (depth in several is more valuable than shallow across all)
• The ability to explain financial concepts in plain, understandable language
• Fluency in English (spoken and written) and Spanish
• Moderate technical proficiency — able to independently use a computer, basic software applications, and a CRM system to document sessions
• Reliable high-speed internet and a quiet, professional space to conduct sessions
• Warmth, empathy, and professionalism — you'll be talking to people about money, which is deeply personal

Responsibilities

• Conduct 30-minute one-on-one virtual coaching sessions with members
• 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.
• Provide unbiased education (MSA sells no financial products, and neither do you in this role)
• Tailor each session to the member's goals, situation, and starting point
• Briefly document topics covered after each session
• Maintain member confidentiality at all times

Skills

Financial coaching

Budgeting

Debt management

Credit management

Retirement planning

Investing

Insurance basics

Home buying

English language

Spanish language

Tools

CRM system

Job description

My Secure Advantage, Inc. is seeking a Part-Time Financial Coach to work remotely from Chile. You’ll deliver 30-minute virtual coaching sessions to employees of major global companies, paid in USD, with no sales or product pitching.

Choose topics you’re strongest in and set flexible hours; sessions are unbiased education with real impact. Responsibilities include coaching, budgeting, debt, credit, retirement planning, investing, and home buying, while maintaining confidentiality and using a CRM