[Hiring] Money Coach - Retirement Specialist @My Secure Advantage

Role Description

Please note this is a 100% remote position. Candidates must reside in an MSA eligible state: AL, AZ, CA, FL, GA, ID, IL, IN KS, MA, MI, MN, MO, NE, NV, NC, NJ, NY, OH, OK, SC, TN, TX, UT, & VA.

The Money Coach – Retirement Specialist brings deep retirement and investment expertise to members who want to feel confident about their future. Coaches meet members in pre-scheduled one-on-one appointments, help them understand their options, and guide them toward better financial habits over time.

• Coach the financially concerned into financially confident while creating clear sponsor ROI.
• Grow members' retirement readiness by turning complex retirement and investment choices into clear, motivating plans.
• On average, MSA members:
• Pay down $4,928 in debt
• Raise their credit scores by 54 points
• Add $6,328 to emergency savings
• Grow retirement savings by more than 4.4% per year
• Free up $890 in monthly discretionary income

Qualifications

• 5+ years of experience in consumer finance or tax work, such as mortgages, insurance, college planning, financial aid, investments, retirement planning, estate planning, or tax structuring and planning
• 4-year degree from an accredited institution, or equivalent experience
• Proven track record of helping clients engage in value-added services and solutions
• Strong listening, motivational, and communication skills
• High comfort with computers, software, and technology
• Openness to a culture of continuous development and a passion for helping people in need

Requirements

• CFP, AFC, ChFC, or comparable certification (preferred)
• Bilingual (preferred)

Benefits

• Medical, dental, vision, life, and 401(k)
• Paid vacation and sick time
• Free access to MSA Financial Coaching

Company Description

My Secure Advantage, Inc. is an equal employment opportunity employer and promotes a drug-free work environment. Employment decisions are made without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age, or disability. Your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.