Remote Financial Strategy Coach for Client Success

JotForm Inc; Phoenix (AZ); Remote; USD 60,000 - 66,000; Full time

Job summary

A financial services company is seeking a Financial Strategy Consultant for its Client Success Team. This role is fully remote, requiring candidates to work PST hours, preferably from the Phoenix, AZ area. The consultant will guide clients in developing personalized financial strategies to enhance their financial stability and success. A strong background in financial sales, education, coaching, or customer success is desirable. Compensation starts at $60,000 with additional bonuses based on performance.

Qualifications

• Passion for helping people succeed financially.
• Able to break down complex financial topics.
• Comfortable navigating financial challenges.
• Experience with CRMs and financial software.
• Finds creative solutions to obstacles.
• Uses spreadsheets and logical frameworks.
• Manages multiple clients efficiently.
• Open to feedback and professional growth.
• Can self-manage while aligning with leadership.

Responsibilities

• Develop and implement customized financial strategies.
• Communicate complex financial concepts clearly.
• Provide ongoing coaching and accountability.
• Educate clients on financial products and strategies.
• Troubleshoot client concerns and provide guidance.
• Engage with client community and respond quickly.
• Conduct regular check-ins for client motivation.
• Identify upselling opportunities for clients.
• Encourage participation in higher-tier programs.

Skills

Client-First Mentality

Strong Communication Skills

Problem-Solving Ability

Tech-Savvy & Adaptable

Persistent & Resilient

Analytical Thinking

Organized & Efficient

Coachable & Accountable

Independent Worker

Education

Financial Sales experience

Education or training background

Coaching or counseling experience

Customer Success & Support background

Job description

A financial services company is seeking a Financial Strategy Consultant for its Client Success Team. This role is fully remote, requiring candidates to work PST hours, preferably from the Phoenix, AZ area. The consultant will guide clients in developing personalized financial strategies to enhance their financial stability and success. A strong background in financial sales, education, coaching, or customer success is desirable. Compensation starts at $60,000 with additional bonuses based on performance.