401k & 403b Financial Education Coach

About the Role

The day-to-day responsibilities of this role are varied and engaging, from preparing for and conducting meetings to ensuring follow-up and execution of deliverables. The ability to work independently, manage multiple tasks, and problem-solve is essential. Given the travel requirements, flexibility and a positive attitude towards national travel are necessary. The company offers administrative support to facilitate the coach's work, allowing for a focus on high-quality service and client relationships.

What You Will Do

• Conduct group and individual financial education meetings in English and Spanish, both in-person and virtually.
• Serve as the primary point of contact and lead financial education for plan participants.
• Provide prompt, courteous, and excellent service to clients and their employees.
• Actively interact with clients and their employees to ensure service expectations are met.
• Cross-sell all lines of business and services available.
• Prepare for meetings in advance and ensure follow-up and execution of deliverables.
• Consult with internal ERISA teams to ensure compliance regarding all client matters.
• Respond to employee concerns and ensure questions or issues are resolved accurately and timely.
• Increase employee participation and deferrals in 401k and 403b plans through effective education and engagement strategies.
• Utilize the company's proprietary financial wellness platform to support employee financial education and planning.

What We Are Looking For

• Ambitious, collaborative, self-starters with a strong desire to learn and create positive outcomes.
• Working knowledge of Microsoft Office Suite, particularly Excel.
• Experience with CRM systems and ability to learn proprietary software.
• Strong retirement plan knowledge and understanding of financial planning principles.
• Excellent written and verbal communication skills, with the ability to communicate complex financial concepts simply.
• Ability to work independently, manage multiple tasks, and problem-solve effectively.
• Fluency in Spanish is a significant plus.
• A college degree is preferred, though not required for candidates with significant relevant experience.

Nice to Have

• Experience in financial services, particularly in retirement plan administration or financial education.
• Familiarity with ERISA regulations and compliance.
• Certification in financial planning, such as CFP, or willingness to pursue.
• Previous experience with cross-selling financial services or products.

Benefits and Perks

• Competitive salary within the range of $70,000 to
  00,000, dependent on experience and qualifications.
• PTO and paid holidays to support work-life balance.
• 401(k) with company match to encourage retirement savings.
• Opportunities for professional growth and development within a dynamic and expanding firm.
• Access to cutting-edge financial wellness platforms and tools.
• Remote work flexibility with the requirement for national travel for client meetings.

• Ensure you have a solid understanding of 401k and 403b plans, including their differences and benefits. Highlight any experience you have in financial education or planning in your application.
• Develop your skills in Excel and CRM systems, as these are key tools for the role. If you have experience with financial wellness platforms, be sure to mention this.
• Practice communicating complex financial concepts in simple terms, as this is a crucial skill for success in this position.
• Prepare examples of times when you have worked independently, managed multiple tasks, and problem-solved effectively, as these are essential skills for the job.
• If you are fluent in Spanish, emphasize this in your application, as it is a significant plus for the role.
• Consider obtaining or pursuing a certification in financial planning to enhance your application and future career prospects.