Remote Part-Time Financial Coach — Mexico

ADP, Inc.; México; À distance; MXN 344 000 - 620 000; Temps partiel

Résumé du poste

My Secure Advantage, Inc. is seeking a Part-Time Financial Coach (Contractor) based in Mexico. This fully remote role focuses on providing unbiased one-on-one financial coaching to employees on budgeting, debt reduction, retirement planning, and more.

Sessions are 30 minutes, conducted online, with strict confidentiality. Fluency in English and Spanish is preferred; prior coaching experience is a plus. Join a company with a 35+ year track record in financial well-being.

Qualifications

• Proven experience in financial coaching, financial planning, or personal finance education.
• Strong knowledge of budgeting, debt management, retirement planning, credit improvement, investments, insurance, and home buying.
• Ability to explain complex financial concepts in an easy-to-understand manner.
• Excellent interpersonal and communication skills.
• Familiarity with confidentiality and ethical practices in financial education.
• Access to reliable internet and the ability to work remotely.
• Proficiency in English is required, along with fluency in the country's native language if it differs from English.

Responsabilités

• Provide personalized financial coaching to employees in one-on-one virtual sessions (30 minutes each).
• Cover a variety of financial topics, including 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 to conduct coaching sessions remotely.
• Track session completion and provide brief documentation of topics covered.

Connaissances

Financial coaching

Budgeting

Debt management

Retirement planning

Credit improvement

Communication

Remote work

Description du poste

My Secure Advantage, Inc. is seeking a Part-Time Financial Coach (Contractor) based in Mexico. This fully remote role focuses on providing unbiased one-on-one financial coaching to employees on budgeting, debt reduction, retirement planning, and more.

Sessions are 30 minutes, conducted online, with strict confidentiality. Fluency in English and Spanish is preferred; prior coaching experience is a plus. Join a company with a 35+ year track record in financial well-being.