Financial Success Coordinator
My Secure Advantage is the national leader in financial well-being services. We are a small but strong company with a rockstar 35+ year track record of providing transformational financial coaching to employees of companies like T-Mobile, Nissan, Adobe, and over seventy of the Fortune 100. On average we see our members :
We serve a wide range of corporations and organizations across both the public and private sectors. We are currently looking to expand our pool of support team members, with a particular need for individuals who have prior military experience or a strong background in supporting military service members and their families. Being part of MSA's mission gives you an opportunity to showcase your talents and create something truly meaningful.
About the Role
We're searching for representatives to play a critical first impressions role in our stress-erasing process! As a Financial Success Coordinator (FSC) you will help members identify the most pressing financial concerns, explore best resources & services, quickly and accurately capture key information, and schedule member consultations with our licensed financial counselors. FSCs have the unique ability to show empathy in difficulty, inspire confidence in MSA's solutions, and set an expectation for the fulfilling relationship ahead.
We think you'll love being a member of our diverse and inclusive FSC team. We love to laugh! We give grace for mistakes. We comfort when others hurt and encourage in tough times. We hold each other accountable for aiming high. We think differences are divine and smiles are in style! We are people of integrity who thrive on teamwork. We recognize core strengths and set each other up for success. We celebrate career development and encourage everyone to reach their full potential.
So - think you might be ready to empower someone to take charge of their financial future?
What You Bring to the Table
We'd love it if you have the following :
Here's What We Offer Our Team Members :
My Secure Advantage, Inc. is an equal employment opportunity employer. We promote a drug free work environment. We adhere to a policy of making employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with My Secure Advantage, Inc. depends solely on your qualifications.
Financial Coordinator • Sarasota, FL, US