Financial Money Coach

TEKsystems
$21.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Texas, Dallas
Dec 17, 2024
Description - MUST BE ABLE TO WORK TUES- SATURDAY shift 8-4:30 CST ** * Main Responsibilities * Deliver 1-1 coaching sessions around budgeting, spending behaviors and improving financial wellbeing * Weekly team meetings and 1-1 * Actively manage appointment calendar, input client and session data in a timely manner, participate in professional development, and complete ongoing training as provided, on programs and services * Timely correspondence and communication with team and users (session results - user follow up, team meetings Administrative duties related to client management, CRM system and calendar management * Maintaining excellent relationships with participants to provide ongoing support between sessions. Additional Skills & Qualifications * Candidate should have 1.5 + years experience of the following: * Education: A bachelor's degree High preferred and or some higher level education. * Experience: Experience in client relationship management, Financial coaching , mentorship , teaching or a similar role. * Familiarity with CRM software and the ability to manage client interactions effectively. * Skills: Strong communication and interpersonal skills, the ability to build and maintain relationships, and proficiency in using CRM platforms * TUES- SATURDAY shift 8-4:30 CST *, START DATE in NEW YEAR* 1. Should be comfortable working independently. 2. Detail Oriented 3. Problem Solver. 4. Has compassion and passion for helping others Pay and Benefits The pay range for this position is $21.00 - $21.00 Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan * Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Dallas,TX. Application Deadline This position will be accepting applications until Dec 31, 2024. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.