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Company Name:
Approximate Salary:
Not Specified
Roseville, California
United States
Financial Counseling
Position type:
Full Time
Experience level:
5 - 10 years
Education level:
Bachelor's Degree

Financial Coach - Level II


If you are a financial professional who loves helping people and has a knack for teaching and coaching, then becoming a financial coach at CLC could be a great fit. CLC is under contract with many of the nation’s top employers to provide telephonic financial coaching support to millions of households through their employee benefits program. Financial coaching is a salaried position – no prospecting is required. At CLC, we do not sell products, and there are no commissions. Your success is based upon your ability to engage our members and help them improve their financial health. Coaches guide and educate their clients as they address their financial challenges and accomplish their financial goals. Many customers find that they benefit from ongoing coaching support and meet regularly with their coach as they pursue their goals.


Essential Functions


  • Conduct telephonic financial coaching consultations that meet or exceed established company standards regarding customer satisfaction, accuracy, quality and timelines
  • Receive and respond to customer inquiries via telephone or email
  • Provide excellent customer service
  • Provide accurate information to the customer in an understandable way
  • Perform research when presented with complex questions
  • Have the ability to multi-task while handling a high call volume – listen to the customer, document the conversation in our supporting applications, and speak to the customer
  • Demonstrate excellent verbal and written communication skills
  • Professional demeanor and appearance in face-to-face meetings with clients
  • Flexibility in scheduling – must be able to work a schedule that can fall between 6:00 AM-8:00 PM


Experience and Capabilities


  • Five or more years of experience in an area related to consumer finance or tax  
  • Knowledge and comfort with a broad variety of financial issues
  • Required to have a predisposition to assisting people in need, and a personality that lends itself to the habit of lifelong learning
  • Good listening skills and ability to become a great coach who can motivate behavioral change in our customers’ personal financial habits 
  • Strong computer aptitude
  • Demonstrates excellent verbal and written communication skills


Education Requirements


  • Minimum 4-year degree from an accredited college or university or equivalent financial industry experience
  • Enrolled Agent, CPA, Certified Financial Planner™ or comparable designation or experience preferred.


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