To develop personalized coaching strategies manage a team of financial coaches and to collaborate across departments to integrate financial well-being into insurance offerings. The ideal candidate is passionate about financial education proactive in identifying client needs and skilled at implementing scalable coaching programs
- Work closely with advisors products teams and customer Service Professionals to integrate financial coaching into insurance solutions.
- Identify trends in policyholder financial behaviours and recommend improvements to insurance product offerings
- Lead interactive financial coaching sessions educating clients on budgeting savings debt management and wealth-building strategies
- Implement and oversee comprehensive financial fitness programs tailored to policyholders ensuring alignment with their financial goals insurance needs and risk management strategies.
Qualifications :
- A First Degree in Finance Business Administration Insurance Economics or a related field.
- Atleast 5 years of experience in financial coaching insurance advisory wealth management or financial planning
- Strong understanding of insurance products financial markets and behavioural finance principles
- Proven ability to lead financial education initiatives drive engagement and support financial decision-making.
- Excellent interpersonal and coaching skills with the ability to tailor advice to diverse client needs.
Additional Information :
Technical Competencies:
- Financial Expertise
- Analytical skills
- Strategic Thinking
- Leadership
- Team Management
Behavioural Competencies:
- Team Player & Collaboration
- Self-Driven
- Good Communication skills
- Problem Solving
- Attention to details
Remote Work :
No
Employment Type :
Full-time