Remote Financial Education Coach & Advisor

EA Financial; Jacksonville (FL); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Remote & hybrid work options

In-house online tools and training

Personalized scheduling

Weekly training and coaching

Job summary

A financial services company is looking for a Financial Professional to empower clients by providing financial education and support. This remote position requires no prior financial experience, and all training is provided. Ideal candidates should have a background in customer service or management and a drive to make a positive impact. Responsibilities include assisting clients with solutions, leveraging resources, and ensuring compliance with regulations. This position offers flexible working options and the potential for significant compensation based on performance.

Qualifications

• Ambition & drive to make a positive impact in the community.
• Customer service and/or management experience.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources and technologies for operational excellence.
• Adhere to established processes and regulatory requirements.
• Manage client interactions to provide optimal solutions.

Skills

Customer service

Management experience

Ambition & drive

Job description

A financial services company is looking for a Financial Professional to empower clients by providing financial education and support. This remote position requires no prior financial experience, and all training is provided. Ideal candidates should have a background in customer service or management and a drive to make a positive impact. Responsibilities include assisting clients with solutions, leveraging resources, and ensuring compliance with regulations. This position offers flexible working options and the potential for significant compensation based on performance.