Financial Coach – Remote
Remote
Core
Primary point of contact for clients post-loan settlement, conducting reviews and providing tailored guidance to help clients achieve financial goals and pay off home loans.
Role type
Financial Coach
Builds
Client financial success and home loan payoff
Domain
Financial services / Home lending
Deliverable
client delivery
Required skills
CRM proficiency, digital communication, financial coaching, client relationship management, debt reduction strategy
Preferred skills
Experience delivering financial education, remote work experience
Responsibilities
Conduct settlement calls, setup new home loans, complete debt reduction comparisons, manage debt snowball strategies, conduct half-yearly reviews, resolve ad-hoc client scenarios
Seniority
Individual Contributor