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Next Door Financial Coach

Company: State Farm Mutual Automobile Insurance Company
Location: Bloomington
Posted on: November 27, 2018

Job Description:

Responsibilities:Duties and Responsibilities: Next Door is a retail venture from State Farm. An open-source learning lab and community space, Next Door is a place where anyone can drop in with questions about money or insurance or other financial issues and find answers. It's a place where people can collaborate on financial plans with experienced Next Door Financial Coaches, attend informal but informative classes taught by Coaches and other local experts, meet friends for coffee at the Next Door Caf-even suggest events themselves. The services are all free. No catch. No sales pitch. Just plenty of help taking small steps toward fiscal fitness. There's only one Next Door-in Chicago in Lakeview. As a Next Door Financial Coach, your responsibilities include: Delivering and guiding the Next Door customer experience Coaching and collaborating with Next Door members, one-to-one, to help them identify and achieve their financial goals Identifying topics, presenting, and participating in Next Door classes and events Providing objective product knowledge and referrals for State Farm insurance and financial products (true coaching; no sales or commissions) Building business relationships in the local community and the Company Responding to customer requests and comments Next Door blends the passion and creativity of a hyper-local startup with the trusted reputation of an industry leader. As a Coach, you guide and empower Next Door neighbors to come as they are and leave with a plan. If you love Chicago and the idea of helping people connect and grow in a great neighborhood, we're looking for:Experience as a financial counselor or commensurate preferred (1-3 years)Bachelor's degree required (Finance or related major preferred)Budgeting experienceUnderstanding of core banking, insurance, and financial products (how, when, and why they are used)Sub-specialties may include credit/debt counseling and small business servicesStrong listening, communication, and networking skillsRetail experience a plusCoaching experience or certification (ICF) a plusAdditional Details: Coach may work outside normal business hours and some travel may be required JT18 5

Keywords: State Farm Mutual Automobile Insurance Company, Bloomington , Next Door Financial Coach, Accounting, Auditing , Bloomington, Illinois

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