Bilingual Financial Coach (Spanish)

Bilingual Financial Coach (Spanish) Tallahassee, FL, US

Who We Are:

NFP, an Aonpany, is a multiple Best Places to Work award winner in Business Insurance. We are ananization of consultative advisors and problem solvers. We helppanies 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: NFP.

Summary:

For this role, NFP will provide access to the employees of our 401(k) and 403(b) corporate clients. The Financial Coach will provide employee education and leverage our proprietary financial wellness platform, NFP Financial Education, to help employees and create relationships and opportunities for wealth management referrals. Administrative support is included. Conduct group and individual financial education meetings. The Financial Coach is expected to increase employee participation, increase employee deferrals, and provide investment education. Regional travel is required (70-80%, 3 weeks per month). Training is provided. •This role has the potential to work anyw in the U.S.•

Essential Duties and 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 properpliance regarding all client matters Respond to employee concerns. Ensure questions or issues are resolved in an accurate and timely manner. Additional duties as assigned. Knowledge, Skills, and/or

Abilities:

The position is an opportunity for ambitious, collaborative, self-starters, who have a strong desire to learn and create positive oues for employees of NFP corporate clients. This career offers much sought-after and long-term, upward mobile opportunities. 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. 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 verbalmunication skills, hardworking, enthusiastic, positive attitude