NFP, an Aon company
5001 - 10000 employés
NFP, une société du groupe Aon, aide les organisations et les individus à résoudre leurs problèmes.
Bilingual Financial Coach, Spanish
🕒 il y a 2 mois
❄️ Minnesota – Distant
💵 $70 000 - $115 000 / an
⏰ Temps Plein
🟡 Intermédiaire
🟠 Senior
💸 Planification et Analyse Financières (FP&A)
🗣️🇪🇸 Espagnol requis
🗣️🇺🇸🇬🇧 Anglais requis
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NFP, an Aon company
5001 - 10000 employés
NFP, une société du groupe Aon, aide les organisations et les individus à résoudre leurs problèmes.
Description
• Conduct group and individual employee financial education meetings in English and Spanish, in-person and virtual • Serve as primary point of contact and lead financial education for plan participants • Provide prompt, courteous, and excellent service • Actively interact with clients and their employees to ensure we are delivering upon service expectations • Cross-sell all lines of business and services available at NFP • Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings • Consult with NFP’s ERISA teams to ensure proper compliance regarding all client matters • Respond to employee concerns
🎯 Exigences
• College degree • Spanish language fluency is required • Securities licenses are preferred
🏖️ Avantages
• Competitive salary • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs
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