Financial Coach

team excellence and associates; United States; Remote; USD 30,000 - 50,000; Full time

Job summary

A financial services company is seeking a remote Financial Coach to help middle-income families achieve their financial goals. This entry-level role involves creating financial plans and educating clients, with no prior experience necessary. Flexible scheduling and paid training are offered, along with the opportunity to build your own business.

Benefits

Flexible schedule with paid training

Opportunity to build your own business

Qualifications

• Excellent communication, interpersonal, and analytical skills.
• Ability to work independently and remotely.
• Clean background and 18 years or older.

Responsibilities

• Provide personalized financial coaching.
• Create customized financial plans.
• Educate clients on financial literacy.

Skills

Communication

Interpersonal

Analytical

Job description

Team Excellence and Associates is a financial services company focused on serving middle-income families by providing financial products such as term life insurance, mutual funds, annuities, mortgages, and senior health services. The company operates throughout the U.S., Canada, and territories including Puerto Rico and Guam.

Role Description

This is a remote position for a Financial Coach responsible for providing personalized financial coaching. Key duties include creating customized financial plans, educating clients on financial literacy, and offering ongoing support to help clients reach their financial goals.

Qualifications

• Excellent communication, interpersonal, and analytical skills
• Ability to work independently and remotely
• Clean background
• 18 years or older
• No prior experience needed
• Flexible schedule with paid training
• Position is commission-based with no base salary
• Opportunity to build your own business

Additional Details

• Seniority level: Entry level
• Employment type: Other
• Job function: Finance and Sales

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