Remote Associate: Financial Wellness Coach

Secured Futures; Dallas (TX); Remote; USD 25,000 - 45,000; Part time

Job summary

Secured Futures is seeking a few ambitious, part-time leaders to make a positive impact in communities by addressing financial illiteracy. The role is 100% remote with in-house training and no prior financial work experience required.

Ideal candidates show work ethic, integrity, perseverance, and entrepreneurial spirit. As an Associate, you will contact clients, share financial knowledge, and support client and associate relationships.

Qualifications

• Customer service and leadership experience preferred.
• Coaching and management abilities.
• Strong communication and people skills are essential.
• Ability to help individuals and families improve financial futures.

Responsibilities

• Serve as a key contact for clients to ensure total satisfaction.
• Provide financial knowledge, education, and strategies on budgeting, debt reduction, investing, and retirement planning.
• Develop customized financial plans aligned with clients' needs and goals.
• Collaborate with a team to think creatively and support client growth.
• Advancement and compensation are scalable based on career goals.

Skills

Customer service

Leadership

Coaching

Management

Strong communication

Job description

Secured Futures is seeking a few ambitious, part-time leaders to make a positive impact in communities by addressing financial illiteracy. The role is 100% remote with in-house training and no prior financial work experience required.

Ideal candidates show work ethic, integrity, perseverance, and entrepreneurial spirit. As an Associate, you will contact clients, share financial knowledge, and support client and associate relationships.