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Financial Wellness Coach

Employer
Babb, Inc.
Location
Pittsburgh, Pennsylvania
Salary
Dependent on Experience.
Closing date
Nov 30, 2019

Job Details

WellAdvised(k) is an end-to-end financial well-being management firm specializing in the design, development, and implementation of customized human-centered corporate financial wellness programs to assist clients and their employees developing sound financial wellness programs.

Financial Wellness Coach Duties and Responsibilities

  • Provides coaching services to clients’ employees following financial wellness program protocol.  Creates an environment that is motivating, supportive, non‐competitive, and non‐judgmental for client employees.
  • Become a subject matter expert in personal financial wellbeing and Medicare. 
  • Supports individual clients by encourages goal setting, providing information, offering solutions, encouraging progress, working to address financial hardships and opportunities.
  • Being accessible to clients before and after sessions to answer questions and follow-up on issues that cannot be answered during scheduled time.
  • Works with the Assistant Vice President of WellAdvised(k) to ensure appropriate staffing and scheduling of financial wellness programming and services.
  • Demonstrates professionalism and on time communication at all times with complete client confidentiality.

Financial Wellness Coach Requirements

  • Bachelor’s degree in a financial, wellness or related field.
  • Minimum one year of experience in the financial industry or able to demonstrate other appropriate experiences.
  • Health Insurance License
  • Medicare License
  • Preferred: CFP or other applicable certifications

Financial Wellness Coach Skills

  • Knowledge of basic financial wellbeing, financial literacy, and employee benefits.
  • Demonstrated ability to multi-task, attention to detail, and maintain records.
  • Proficient in Microsoft Office Suite.
  • Excellent written, oral and interpersonal communication skills (1 on 1 and group setting).
  • Demonstrated ability to work effectively with a diverse group of people and multi-matrix organization.
  • Strong organization and time-management skills.

Financial Wellness Coach Special Situations

  • May be required to work outside of “regular” working hours to accommodate clients’ schedules and shift work.
  • May be required to travel to sites within a geographical region or to various locations within a defined area (all travel reimbursed).
  • Potential flexibility in workplace location (i.e. work from home, office space).

Financial Wellness Coach Benefits 

  • Opportunity for salary and/or commission
  • 401(k)
  • Medical, dental, and vision coverage
  • Paid Time-off
  • Flexible Spending Accounts 
  • Employee and dependent life insurance
  • Disability insurance

BABB’s mission begins “at home” by offering:

  • Family-owned values
  • Beautiful historic building worksite on Pittsburgh’s vibrant north shore
  • Free parking
  • Commitment to personal development
  • Health-based rewards incentive program
  • Gym / workout room
  • Consistent social and community activities

Company

Babb, Inc. is a well-known, established, general insurance agency and Third-Party Administrator. Our products and services have been developed over a period of years with an emphasis on quality and around the needs of our clients.

At Babb, we understand that our business is about our people and our focus, as an employer, is to direct our energy to enable their success.  Your well-being and health are a priority of ours. We are making a difference in people’s lives by offering a safe work environment where health is a priority. 

We have designed the Babb WellAdvised program for our production team to bring these strategies to their clients and prospects. The mantra: safe, healthy and able to retire with dignity.  If you believe what we believe and apply yourself, you will have a successful career at Babb.

Company info
Telephone
412-237-2076
Location
850 Ridge Ave.
Pittsburgh
PA
15212
US

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