Financial Coach & Educator (Remote)

EA Financial; Dallas (TX); Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

Study materials and support

Weekly training and coaching

Personalized scheduling

Job summary

A financial services company seeks motivated individuals for the Financial Professional position in Dallas, Texas. No prior financial experience is required as comprehensive training is provided. Successful candidates will engage with clients, offering financial education, strategies, and support. Opportunities for remote and hybrid work are available, allowing for personalized scheduling. This role rewards effort and performance directly, making it ideal for those eager to make an impact in the community.

Qualifications

• Must be 18 or older and a U.S. citizen.
• Willingness to learn and be trained.

Responsibilities

• Assist and educate clients with both consumer and small business solutions.
• Leverage resources to optimize client experience.
• Adhere to established processes and laws.
• Manage client interactions complying with regulatory requirements.

Skills

Ambition & drive to make a positive impact

Customer service experience

Management experience

Job description

A financial services company seeks motivated individuals for the Financial Professional position in Dallas, Texas. No prior financial experience is required as comprehensive training is provided. Successful candidates will engage with clients, offering financial education, strategies, and support. Opportunities for remote and hybrid work are available, allowing for personalized scheduling. This role rewards effort and performance directly, making it ideal for those eager to make an impact in the community.