Note: The job is a remote job and is open to candidates in USA. FBSPL is a nationwide financial services agency dedicated to closing the financial literacy gap for everyday families. They are seeking a Financial Coaching Associate to help clients understand financial topics and connect them with appropriate products, all while using training and automation tools to enhance coaching effectiveness.

Responsibilities

• Break down financial topics — debt management, life insurance, retirement planning — into plain language clients can use
• Connect clients with appropriate products from a wide network of A-rated providers
• Use the agency's training and automation tools to stay organized and spend more time coaching
• Build lasting relationships and, as you grow, help train others who share your mission

Skills

• Natural communicators who enjoy making complicated things simple
• Coachable, curious people committed to continuous learning
• Candidates holding active Life and Health Insurance licenses or working toward them; those not yet licensed are welcome and supported through the process
• People who want their work to make a measurable difference in their community

Benefits

• Mentorship from experienced educators and industry professionals.
• A full lineup of products from trusted, highly rated providers.
• Remote work with a schedule you set.
• A proven training system 6 no cold calling, no door knocking

Company Overview