Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. They are seeking a Bilingual Financial Coach to provide employee education and leverage their financial wellness platform to help employees and create opportunities for wealth management referrals. The role involves conducting financial education meetings and providing administrative support, with a focus on increasing employee participation and deferrals.

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

Skills

• 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
• Spanish language fluency is required
• Securities licenses are preferred

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Company Overview