Financial Education Trainer

  • Full Time
  • Personal Trainer
  • Anywhere

BALANCE

Financial Coach – Financial Fitness – Bilingual Spanish REQUIRED

Are you the sort of person who gets up each day hoping for an opportunity to make another person’s life better? Are you mission driven? So are we! In fact, it’s our mission to help individuals and families improve their financial lives and we are looking for a full-time Financial Coach with exceptional communication, customer service, and people skills to join our telecommuting Financial Fitness team. The right person for this role has a positive disposition and feels eager to learn the job responsibilities in order to help the team support clients on their journey towards financial stability. Training is provided.

BALANCE is a leader in innovative financial empowerment programs, financial education services, and housing and credit coaching. We partner with financial institutions, employers, non-profits, schools, and government agencies nationwide. Our mission driven work is carried out through proven strategies and a coaching model that equips clients with the personal financial management skills to become economically self-sufficient.

In this position you will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing BALANCE at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

Providing world-class coaching with unparalleled quality will always be a top priority for BALANCE. We offer a comprehensive internal training program in conjunction with supporting coaches through the NACCC certification to ensure we deliver excellent service to our clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties include but are not limited to:

Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being;

Provide valuable information to clients about bankruptcy, collections, consumer protection laws, court judgments, credit and debt issues, credit reports, financial planning and retirement, housing issues, identity theft, money management, student loans, transitioning to safe and affordable banking, and wage garnishments;

Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;

Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors;

Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;

Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed;

Conduct outbound calls for the purpose of follow-up and/or outreach;

Collect, track and report required data and input call and session notes for every client and interaction using the client management database;

Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar);

Successfully complete and pass the required training and participate in ongoing professional development;

Represent BALANCE at community events, partner meetings, or workshops;

Must successfully pass and obtain the following certifications within 90 days of employment;

· Money Coach

· NACCC Exam and Certification

· Compliance Courses

Other duties may be assigned on a need basis.

Qualifications

Minimum Qualifications

Bilingual in Spanish;

Associate’s degree from an accredited college;

Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields;

Experience in community service such as volunteering, coaching, or mentoring;

Working knowledge of Microsoft Word, Excel, Outlook, Virtual Meetings;

Ability to use a client management system;

Other Skills: Interpersonal Skills, Customer Service, Oral and Written Communication, Problem Solving, Organized, Adaptable, Punctual, and a Team Player

Preferred Qualifications

Bachelor’s degree (B. A.) from four-year college or university; or one to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent combination of education and experience.

WORK ENVIRONMENT

This is a telecommuting position. BALANCE will provide all of the equipment needed for a station setup. A strong internet connection is required. Equipment will need to be directly plugged into the router/modem (no Wi-Fi). Teleworkers must have a fixed desk, workstation, or office within their home.

ABOUT US

BALANCE is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their financial goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.balancepro.org

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!

BALANCE is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.

Job Type: Full-time

Salary: $18.00 /hour

Job Type: Full-time

Pay: $18.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Referral program
  • Vision insurance

Schedule:

  • 8 hour shift

Education:

  • Associate (Preferred)

Language:

  • Spanish (Required)

Work Location:

  • Fully Remote

Pay Frequency:

  • Bi weekly or Twice monthly

This Job Is Ideal for Someone Who Is:

  • Dependable — more reliable than spontaneous
  • People-oriented — enjoys interacting with people and working on group projects
  • Adaptable/flexible — enjoys doing work that requires frequent shifts in direction
  • Detail-oriented — would rather focus on the details of work than the bigger picture

Company’s website:

  • www.WhyBALANCE.org

Company’s Facebook page:

  • @BALANCEFinFit

Benefit Conditions:

  • Waiting period may apply

Work Remotely:

  • Yes, always

To apply for this job please visit www.indeed.com.