Money Coach - Retirement Plan Specialist jobs in United States
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Oswald Companies · 15 hours ago

Money Coach - Retirement Plan Specialist

positionColumbus, OH
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Oswald Companies is a 129-year-old independent, employee-owned company focused on creating protection for clients. They are seeking a Money Coach - Retirement Plan Specialist to provide financial wellness resources and coaching to retirement plan participants, helping them improve their retirement readiness and collaborate with senior financial advisors.

Financial ServicesInsurance

Responsibilities

Conduct one-on-one and group coaching sessions focused on retirement readiness, budgeting, debt management, and investment basics
Provide guidance on plan features (e.g., contribution limits, employer match, Roth vs. Traditional)
Help participants understand their retirement income gap and strategies to close it
Use discovery conversations and financial wellness assessments to uncover broader financial planning needs (e.g., estate planning, tax strategies, insurance)
Document and escalate qualified leads to senior financial advisors using a structured referral process
Refer at least $100k referral opportunities annually
Participant in prospective meetings, representing the Money Coach Program
Participant in annual client meetings to review Money Coach Program successes
Collaborate with senior advisors to ensure smooth handoff and follow-through on referred opportunities
Track referral outcomes and maintain a feedback loop to improve lead quality and conversion
Host webinars, workshops, and office hours to increase engagement and awareness
Collaborate with marketing to create any applicable materials
Maintain records of coaching sessions, participant progress, and referral metrics
Analyze trends to inform plan sponsors and internal teams about participant needs and engagement levels

Qualification

Financial coachingRetirement planningData-driven organizationIndustry certificationsInterpersonal skills

Required

3+ years of experience in financial coaching, retirement planning, or related client-facing roles
Understanding retirement plans and basic financial planning principles
Strong interpersonal skills and ability to build trust across diverse audiences
Organized, data-driven, and confident presentation to both individuals and groups
Willingness to travel 50–75%, mostly within Northeast Ohio and surrounding regions (15% overnight)

Preferred

Industry certifications a plus (e.g., CFP®, CRPC®, AFC®, or similar)

Benefits

Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.

Company

Oswald Companies

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Oswald Companies is an independent insurance brokerage firm.
dateFounded in 1893
location
Cleveland, Ohio, USA
people-size201-500 employees
web-link
https://www.oswaldcompanies.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2020-12-08Acquired

Leadership Team

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Robert Klonk
Chairman and Chief Executive Officer
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