Financial Well-Being Coach (MMA East)

The financial well-being coach focuses on engaging and motivating clients, providing a strong understanding of personal finances, and developing the ability to teach that knowledge to others. The Financial Coach is responsible for helping clients in developing plans that help them reach their goals and achieve financial stability. The Financial Coach is expected to focus services in a one-on-one counseling format,

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Conduct virtual, one-on-one financial coaching meetings with employees of participating clients.

• Discuss financial topics that are of concern to each employee including: retirement planning, investments, Social Security, basic estate planning, insurance, student loan debt, budgeting etc.  Be prepared for each call based on a pre-scheduled meeting.

• Conduct webinar training sessions for clients to explain the features and benefits of the Prosper Wise financial well-being program.

• Respond efficiently to requests and/or client service issues via phone & email communications.

• Maintain accurate recording-keeping on each meeting to ensure continuity for future meetings with the same participant.

REQUIRED EDUCATION AND EXPERIENCE

• Bachelor’s Degree or equivalent work experience in financial advisory field and/or other related field is required

• Minimum of 2 years of experience in the financial services field.

KNOWLEDGE, SKILLS AND ABILITIES

• Series 65 or Series 66 license is preferred.

• Must be a self-starter who requires minimal supervision and has confidence to collaborate with, and present findings and recommendations to, executive-level positions

• Ability to engage with others and collaborate as part of a team

• Strong written, verbal and listening skills, including communication of technical and complex content in ways so they are easier to understand for general audiences

• Excellent interpersonal and organizational skills; ability to handle diverse situations, multiple projects and rapidly changing priorities in a fast-paced environment

• Strong, creative problem-solving and analytical skills

• Ability to follow through on, and successfully execute, tasks while adhering to specified quality standards

• Must be able to effectively interact with internal teams, external clients and prospective clients

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is:

  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;

  • Occasionally required to stand and walk;

  • Aware that extensive use of computer and keyboard, and viewing of computer screen is required;

  • Capable of using specific vision abilities required by this job including vision, and the ability to adjust focus;

• Other working conditions are normal for an office environment

WORK LOCATION

• Work is typically performed in a hybrid manner from our MMA East Conshohocken, PA, office.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401(k), employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers

Salary : $57,400 - $72,700