(Work from home) - Financial Coach, WealthBridgeAdvisors, Calverton, MD
WealthBridgeAdvisors -
Calverton, MD,
US
(Work from home) - Financial Coach
Date Posted: 2024-05-24
Job description
Job Title: Financial Coach
Employment Type: 1099 Contractor
Location: Remote
Company Description:
PHP - People Helping People
PHP s mission is to provide financial education to the underserved communities in America and help protect their families legacies through life insurance products.
Our opportunity allows agents to do just that all while earning an income and building a part-time or full-time business to achieve financial freedom.
Job Description:
We are looking for a dedicated and experienced Financial Coach to join our team as a 1099 contractor. As a Financial Coach, you will work remotely with clients to help them achieve their financial goals, improve their financial literacy, and make informed financial decisions. You will provide personalized financial guidance, create customized financial plans, and offer ongoing support to empower clients to take control of their finances.
Responsibilities:
- Conduct one-on-one financial coaching sessions with clients to assess their financial situation, goals, and challenges
- Develop personalized financial plans and strategies tailored to each client's unique needs and objectives
- Provide guidance on budgeting, saving, debt management, investment strategies, retirement planning, and other financial topics
- Educate clients on financial principles, products, and tools to help them make informed decisions
- Monitor clients' progress towards their goals and provide ongoing support and accountability
- Stay current on financial trends, regulations, and best practices to enhance the quality of coaching services
Requirements:
- At least 18 years or older
- Excellent communication and interpersonal skills
- Ability to empathize with clients and build trust-based relationships
- Strong analytical and problem-solving skills
- Strong multitasking and time management skills
- Must be able to obtain a Life Producer license in the state you live in
- A passion for helping individuals improve their financial well-being and achieve financial independence
If you are a motivated and client-focused Financial Coach with a passion for helping others achieve financial success, we invite you to join our team. Please apply or contact me directly.
We look forward to welcoming a dedicated professional who shares our commitment to empowering individuals to take control of their financial future.
Employment Type: 1099 Contractor
Location: Remote
Company Description:
PHP - People Helping People
PHP s mission is to provide financial education to the underserved communities in America and help protect their families legacies through life insurance products.
Our opportunity allows agents to do just that all while earning an income and building a part-time or full-time business to achieve financial freedom.
Job Description:
We are looking for a dedicated and experienced Financial Coach to join our team as a 1099 contractor. As a Financial Coach, you will work remotely with clients to help them achieve their financial goals, improve their financial literacy, and make informed financial decisions. You will provide personalized financial guidance, create customized financial plans, and offer ongoing support to empower clients to take control of their finances.
Responsibilities:
- Conduct one-on-one financial coaching sessions with clients to assess their financial situation, goals, and challenges
- Develop personalized financial plans and strategies tailored to each client's unique needs and objectives
- Provide guidance on budgeting, saving, debt management, investment strategies, retirement planning, and other financial topics
- Educate clients on financial principles, products, and tools to help them make informed decisions
- Monitor clients' progress towards their goals and provide ongoing support and accountability
- Stay current on financial trends, regulations, and best practices to enhance the quality of coaching services
Requirements:
- At least 18 years or older
- Excellent communication and interpersonal skills
- Ability to empathize with clients and build trust-based relationships
- Strong analytical and problem-solving skills
- Strong multitasking and time management skills
- Must be able to obtain a Life Producer license in the state you live in
- A passion for helping individuals improve their financial well-being and achieve financial independence
If you are a motivated and client-focused Financial Coach with a passion for helping others achieve financial success, we invite you to join our team. Please apply or contact me directly.
We look forward to welcoming a dedicated professional who shares our commitment to empowering individuals to take control of their financial future.