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Financial Coaching

EFS Financial Coaches/Introducers EFS Asset Management is currently seeking entrepreneurially minded individuals to train and to assist in their development in the world of Financial Coaching.

Location:
Geneva
Company:
EFS Asset Management
Details:

This opportunity exists for individuals who are charismatic, highly focused and highly energised. This is a business opportunity and the compensations are results based. If you are interested in finding out more please send an e-mail enclosing a CV, whereupon full details including an outline of the 'modus operandi' for the role of an EFS Financial Coach/Planner will be provided.

An outgoing personality ( no previous financial services experience as such is needed ).

Attributes needed:

1) Enjoying meeting new people and providing information as regards saving for children's college costs plus their own retirement security, & with capital gains planning, & general estate planning.

2) Education:

Many successful Investment Financial/Money Coaches possess at least a bachelor's degree.

3) Skills Needed:

Although some might consider this opportunity because they are strong in mathematics or have a knack for the markets, the most important attribute is having a 'counselling/coaching' ability. The first order of business as a Coach is to be able to locate potential clients.

To be gregarious, a natural 'people person' and an insatiable networker: all this is necessary. Being ‘good' with people is the single most important skill for basically anyone under the broad umbrella of financial coaching.

4) Income:

The average annual income for someone engaged in part time coaching is circa $40,000. But depending on effort and performance, the income could be higher.

5) Work/Life Balance:

It will be necessary to allow for some long hours if working full time. But on a part-time basis the hours can be ‘worked around’ other activities without difficulty. During the first few months there can be a lot of time spent on client acquisition. To persevere through the 'hard work' in the 'early' months will enable a substantial ‘book' of clients to be ‘built up’.

6) Qualifications:

A high level of literacy and numeracy are pre-requisites. To have an outgoing personality capable of providing a strong focus on the job in hand. A persuasive personality. Having a smart appearance

7) Responsibilities:

Locate prospective clients using networking, plus social media activity and direct contact.

Engage prospective clients in a discursive meeting to spotlight the areas of need/want regards future aspirations. Eg. Save/invest for retirement. Save/invest to help children complete the best possible education. Based on the information provided by a prospective client the EFS Asset Management ‘back-office will present a tailored recommendation/proposal for the Coach to present for a prospective clients' consideration and action. Finally to assist the client in completing the application process for any chosen plan of investment action.

Qualifications:

No formal qualifications required

Responsibilities:

Sourcing and meeting new clients.

Engaging with clients on the basis of getting an in depth understanding of their current financial position Drawing out with a client what he/she has as needs / wants for their future security and that of their families Providing generic information of financial products - mutual funds, CD's, ETF's etc Where relevant referring clients to the EFS back office for a detailed assessment of their position to be carried out prior to a specific investment recommendation being made. Subsequently encouraging the client to take action.
Language(s) Required:
English
Full/Part Time:
part time and full time
Salary:
fee income
Contact Name:
Kevin Jenkins
Address:
Telephone:
Fax:

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