What are the responsibilities and job description for the Financial Coach position at Careers?
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary:
NFP will provide access to the employees of our 401(k) and 403(b) corporate clients. The Advisor will provide employee education and leverage our proprietary financial wellness platform, NFP Financial Education, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. Advisor is expected to increase employee participation, increase employee deferrals, and provide investment education. Travel required (70-80%, 3 weeks per month). Training provided.
Essential Duties and Responsibilities:
- Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual
- Serve as primary point of contact and lead financial education for plan participants
- Provide prompt, courteous, and excellent service. Actively interact with clients and their employees to ensure we are delivering upon service expectations
- Cross-sell all lines of business and services available at NFP
- Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings
- Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters
- Respond to employee concerns. Ensure questions or issues are resolved in an accurate and timely manner.
- Additional duties as assigned.
Knowledge, Skills, and/or Abilities:
The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees of NFP corporate clients. This career offers much sought-after and long-term, upward mobile opportunities. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.
- Working knowledge of the Microsoft Office Suite
- Building and managing client relationships
- Retirement plan knowledge
- Self-starter
- Ability to multi-task and problem solve
- Excellent written and verbal communication skills, hardworking, enthusiastic, positive attitude
Education and/or Experience:
- College degree
- 2-4 years of experience preferred
- Spanish language fluency is preferred
- Securities licenses are preferred
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Salary : $70,000 - $100,000