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Helping you and your business solve problems and overcome insurance, employee benefits and financial challenges.
Financial Education Coach
Location
Wisconsin
Posted
98 days ago
Salary
$70K - $100K / year
Seniority
Senior
Job Description
Financial Education Coach
NFP, an Aon company
• Conduct group and individual employee financial education meetings in English and Spanish • 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 Wealthspire
Job Requirements
- College degree preferred
- Spanish language fluency is a big plus
Benefits
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives
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