[Remote] Financial Coaching Associate

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.ResponsibilitiesBreak down financial topics — debt management, life insurance, retirement planning — into plain language clients can useConnect clients with appropriate products from a wide network of A-rated providersUse the agency's training and automation tools to stay organized and spend more time coachingBuild lasting relationships and, as you grow, help train others who share your missionSkillsNatural communicators who enjoy making complicated things simpleCoachable, curious people committed to continuous learningCandidates holding active Life and Health Insurance licenses or working toward them; those not yet licensed are welcome and supported through the processPeople who want their work to make a measurable difference in their communityBenefitsMentorship 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 knockingCompany OverviewFBSPL is a BPM consulting firm that assists businesses globally with unique and custom business process solutions. It was founded in 2006, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.fbspl.com/.