Financial Coach

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You are the type of a person who wants to make your community a better place! You love the feeling of accomplishment and satisfaction which comes from helping real people with real problems! You want to pursue your professional growth and personal independence while helping people discover their financial freedom! Sounds like you? Then Dreamspace wants you!

Dreamspace (www.dreamspacecommunity.com) is a financial advisory and coaching business designed to assist people in achieving their financial health through workshops, tools, education, unbiased product selection, personal coaching, and a supportive community. Unlike much of the existing personal financial management businesses today, Dreamspace offers engaging and useful content that allows members to plan for and manage their journey to financial independence. We call it “Finding your Dreamspace.”

Dreamspace uses a holistic methodology to deliver a socially responsible form of financial guidance both online and in physical branches for each of our Members. Dreamspace is not affiliated with any bank or financial services company and will never attempt to sell or promote 3rd party services or products for our sole benefit. Dreamspace is a completely independent company focused on helping its members with unbiased coaching and guidance.

Dreamspace is a great place to work because:

• We offer an extensive career development program;
• We offer competitive compensation and benefit packages;
• We offer an opportunity to be involved with the community and make a difference;
• And we are fun to work with!!!

Position Overview:

We are looking for an amazing Financial Coach who will help customers to become organized and to manage their day-to-day finances in a more efficient manner while building a path to their financial freedom. We believe that people can become financially fit by adapting their day-to-day activities, behavior, and discipline related to financial issues.

Your responsibilities as a Coach will include, but won’t be limited to:

• Understanding a customers’ financial situation, developing financial plans and guiding them through their path in achieving financial goals;
• Meeting with customers on regular basis and maintaining personal relationships with them;
• Educating customers about Dreamspace services and products;
• Motivating customers to follow their financial plan that you created together in order to achieve their life goals;
• Assisting in development and constant improvement of Dreamspace coaching processes and tools.

Some of the requirements to be a Coach include:

• Let’s be clear. You pretty much hate all forms of debt and you like saving for things;
• You have a college degree or relevant financial services work experience;
• You are interested in and understand personal finances and familiar with its’ general concepts;
• You are comfortable using MS Office (Word, Excel, PowerPoint);
• You love to interact with people and take an active interest in helping people to define and reach their goals;
• You are awesome at organizing information and managing time.

Personal characteristics we are looking for:

• You are highly motivated and driven by a passion to help customers achieve their financial freedom
• You are friendly, patient and have positive attitude
• You enjoy adding value, influence change, innovate, visualize and create while providing outstanding customer service…in order to make a difference in people’s lives.