JOB DETAILS:

Job Description

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