The financial well-being coach bilingual coach (English and Spanish) focuses on engaging and educating employees of our clients, providing a strong understanding of personal finances, and developing the ability to make sound financial decisions. The Financial Coach is responsible for helping participants develop plans that help them reach their goals and achieve financial stability. The Financial Coach is expected to focus services in a virtual, one-on-one counseling format,

　　ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

　　Conduct virtual, one-on-one financial coaching meetings with employees of participating clients.Discuss financial topics that are of concern to each employee including: retirement planning, investments, Social Security, basic estate planning, insurance, student loan debt, budgeting etc. Be prepared for each call based on a pre-scheduled meeting.Conduct webinar training sessions for clients to explain the features and benefits of the Prosper Wise financial well-being program.Respond efficiently to requests and/or client service issues via phone & email communications.Maintain accurate recording-keeping on each meeting to ensure continuity for future meetings with the same participant.REQUIRED EDUCATION AND EXPERIENCE

　　Bachelor's Degree or equivalent work experience in financial advisory field and/or other related field is requiredMinimum of 5 years of experience in the financial services field is preferredExperience with employee financial education is a plusKNOWLEDGE, SKILLS AND ABILITIES

　　Must be bi-lingual (English & Spanish) and be fluent speaking on various financial topicsSeries 65 or Series 66 license is preferredMust be a self-starter who requires minimal supervision and has confidence to collaborate with, and present findings and recommendations to, executive-level positionsAbility to engage with others and collaborate as part of a teamStrong written, verbal and listening skills, including communication of technical and complex content in ways so they are easier to understand for general audiencesExcellent interpersonal and organizational skills; ability to handle diverse situations, multiple projects and rapidly changing priorities in a fast-paced environmentStrong, creative problem-solving and analytical skillsAbility to follow through on, and successfully execute, tasks while adhering to specified quality standardsMust be able to effectively interact with internal teams, external clients and prospective clientsPHYSICAL DEMANDS AND WORK ENVIRONMENT

　　The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is:Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;Occasionally required to stand and walk;Aware that extensive use of computer and keyboard, and viewing of computer screen is required;Capable of using specific vision abilities required by this job including vision, and the ability to adjust focus;Other working conditions are normal for an office environmentWORK LOCATION

　　Work is typically performed in a hybrid manner based out of our Conshohocken office or remotely.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401(k), employee assistance program, domestic partnership benef ts, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers