Financial Coach, Retirement Plans (remote)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role:

This is not a Financial Advisor role and you are not providing financial advice.

In this role, you are providing financial education to the employees of our clients and regarding their 401(k), 403(b) and other retirement plans. The Financial Coach will provide the employees with education of the plans and their options and leverage our proprietary financial wellness platform, WellCents, to help employees and create relationships and opportunities for referrals to our wealth management team of advisors. You will conduct group and individual financial education meetings. As the Financial Coach, you will be responsible for increasing employee participation, increasing employee deferrals elections and providing investment education.

Training and administrative support will be provided. Prior experience in financial/wealth services is not required. This position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive outcomes for employees of NFP corporate clients. This career offers a much sought-after and long-term upward career trajectory. Financial growth over time can be significant for top performers who embrace the challenge of learning the diverse and significant technical requirements needed to be proficient.

This is a full-time role offering the flexibility of a remote schedule. The ideal candidate will have a strong interest in growing a career in advisory services. You should have a great comfort with public speaking, educating and teaching or providing instructions/guidance. Travel may consist of 15-20% of your time. You must have the ability to travel within your assigned territory as well out of state (some same-day and some overnight stays).

Essential Duties and Responsibilities:

• Strong communication skills and comfort with public speaking, coaching and providing education are required
• Conduct group and individual employee financial education meetings in person and virtually
• Serve as the 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 delivery of 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 internal ERISA teams to ensure proper compliance regarding all client matters
• Provide prompt correspondence and ensure questions or issues are resolved in an accurate and timely manner
• Additional duties as assigned

Knowledge, Skills, and/or Abilities:

• Must be able to commute/drive within assigned territory as well as be able to travel (plane/train) out of state aprox 20% of time
• Strong proficiency with Microsoft Office Suite
• Building and managing client relationships; Retirement plan knowledge preferred
• Excellent written communication skills writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Be a self-starter and have the ability to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Strong leadership and coaching skills
• Possess technical expertise plus good analytical and problem-solving skills
• Ability to handle situations in a calm, courteous and professional manner
• Strong attention to detail, decision-making skills and problem resolution

Education and/or Experience:

• College degree or related experience is preferred
• Spanish language fluency is preferred
• Experience in corporate roles, sales, teaching/instructional, project management, admin/ops is preferred

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.