ROLE AND REQUIREMENTS
As a coach, you will conduct phone based, 1-on-1 session with individuals and families to help them through the System. In addition, you’ll help build our knowledge based of the financial challenges and how people can solve them.
As an ideal candidate for this position,
- You’re passionate about helping Main Street families
- You very comfortable with the full range of personal finance topics
- You love math and can do numbers in your head.
- You’re a critical thinker and understand every problem has a set of options.
- You have a high EIQ (emotional intelligence) – you can read people and know ways to motivate them.
WHAT MAKES A GREAT COACH?
For our target market, personal finance is 95% behavior, 5% knowledge.
We help our clients work through our 7-Tank system that starts with spending less than they make every month and applying that savings to 7 goals (in order).
With that in mind, we care more that you can motivate people to change behavior than if you know the income limits for Roth IRAs (if you don’t know what a Roth IRA is…don’t apply J).
You should be empathetic to difficult situations and, at the same time, able to inspire people to take control of their destiny. You should be a naturally listener. You should love math. You should be creative with how people can make more money or spend less. Humor, compassion and style are all a plus and will make you better at the role.
This is a full-time role in Atlanta. You will go through 2-3 weeks of training and then start to take on your own clients. We will have daily and weekly meetings to discuss cases, progress and impact. You will be an integral part of the team.
SmartPath is a funded, financial advisory technology and service company. We’re on a mission to develop the first scalable financial advisor for Main Street families.
We’ve delivered training/coaching to over 10,000 participants since 2010 and work with Fortune 500 companies to small businesses. We recently graduated from the elite Y-Combinator program and are now scaling our model.