Financial Wellness Coach - Part-time and Remote

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Requirements:

• 5+ years of industry experience.
• A college degree.
• Certified Financial Planner (CFP) license a plus.
• Securities 65 or 66 license or professional certification.
• Financial or retirement planning or educational experience.
• Proficient to advanced Excel skills including arithmetic formulas and data management.
• Strong critical thinking skills.
• Ability to prioritize tasks and manage projects amid competing deadlines.
• Excellent organizational skills with strong attention to detail.
• Commitment to company values: Integrity, Collaboration, Passion, Innovation, Accountability.

Responsibilities:

• Support MMA Retirement Services clients by delivering helpful and effective education and advice to their retirement plan participants.
• Work with producers and consultants to improve client interactions and engagements.
• Participate in national MMA Retirement Services initiatives.
• Collaborate with colleagues from other lines of business on companywide initiatives.