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NFP, an Aon company · 2 weeks ago

Financial Coach

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $100K/yr

2+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions for risk and wealth management. The Financial Coach will educate employees of corporate clients on financial wellness and facilitate relationships for wealth management referrals through individual and group meetings.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Hiring Manager

Sara Burns

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

Qualification

Retirement plan knowledgeBuilding client relationshipsMicrosoft Office SuiteSpanish language fluencyMulti-taskingCommunication skillsSelf-starterProblem solving

Required

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

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

College degree