Financial Coach (Fully Remote)

Moneybox; United States; Remote; USD 50.000 - 75.000; Vollzeit

Zusammenfassung

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, and financial advice. They are a fast-growing company with a collaborative and inclusive culture.

You will be the lead contact for customers on their advice journey, listening, answering questions, building trust, collecting information, and driving growth of the advice service.

Aufgaben

• Lead contact for customers throughout their advice journey.
• Listen, answer questions, build trust, and collect needed information.
• Identify customer needs and articulate the value of advice.
• Manage customer relationships and provide implementation support.
• Support customer action by answering questions and ensuring good outcomes.

Jobbeschreibung

• Moneybox has a mission to give everyone the means to get more out of life.
• They are an award-winning platform helping nearly two million people build wealth.
• The company culture is collaborative, inclusive, and driven by technology.

About the role:

• You will be the lead contact for customers throughout their advice journey.
• You'll listen, answer questions, build trust, and collect needed information.
• You play a key role in growing the advice service and are the first point of contact.

What you'll be doing:

• Manage customer relationships and provide implementation support.
• Identify customer needs and articulate the value of advice.
• Support customer action by answering questions and ensuring good outcomes.

Moneybox

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, and financial advice. They are a fast-growing company with a collaborative and inclusive culture.