Remote Financial Education Coach & Advisor

EA Financial; Orlando (FL); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Study materials and preparation support

Remote & hybrid work options

Weekly training and coaching

Job summary

A financial services company seeks a Financial Professional to empower clients in achieving financial well-being. The role requires no prior financial experience, just a passion for helping others and a willingness to learn. Responsibilities include educating clients on financial strategies and managing client interactions effectively. Flexible work options are available, along with comprehensive training and support to help you succeed in this rewarding field.

Qualifications

• Experience in customer service or management is required.
• Ability to pass a background check and state licensing exam.
• Must be 18 years or older and a U.S. citizen.

Responsibilities

• Assist and educate clients with consumer and small business solutions.
• Leverage resources to optimize client experience.
• Manage client interactions abiding by regulatory requirements.

Skills

Ambition & drive to make a positive impact

Customer service experience

Management experience

Job description

A financial services company seeks a Financial Professional to empower clients in achieving financial well-being. The role requires no prior financial experience, just a passion for helping others and a willingness to learn. Responsibilities include educating clients on financial strategies and managing client interactions effectively. Flexible work options are available, along with comprehensive training and support to help you succeed in this rewarding field.