What are the responsibilities and job description for the Financial Wellbeing Coach, Small Business position at Operation Hope?
Job Description
Financial Wellbeing Coach – Small Business
FINANCIAL WELLBEING COACH, CREDIT & SMALL BUSINESs
FINANCIAL WELLBEING COACH, CREDIT & SMALL BUSINESS
Salary Range: $52,000.00 To $55,000.00 Annually
DEPARTMENT: HOPE Inside Retail Network
ACCOUNTABILITY: Reports to a Regional Vice President
For the past twenty-nine years, Operation HOPE has been dedicated to empowering underserved communities through financial literacy. Now, our work encompasses much more than financial education. Our work is about instilling knowledge and confidence in those we serve so they can experience, sometimes for the first time in their lives, financial dignity.
In this role, the successful candidate will be responsible for facilitating sessions to help entrepreneurs develop appropriate business models, business plans, financial projections, cash flow models, marketing plans, loan packaging, core processes, and customer relationships.
DUTIES AND RESPONSIBILITIES
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
- Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives.
- Community outreach and marketing execution.
- Individual coaching by phone and in-person.
- Schedule and facilitate workshops on small business and financial literacy topics.
- Data entered into the CRM system daily.
SPECIFIC DUTIES AND RESPONSIBILITIES:
- Help aspiring entrepreneurs with overall business plan development and strategy.
- Help aspiring entrepreneurs develop business strategies and mitigate risks around new products, services, and/or processes.
- Perform small business workshops bi-weekly
- Coach entrepreneurs through launching new businesses and/or growing or diversifying mature businesses.
- Connect clients to key resources for technical and financial support.
- Facilitate sessions to help entrepreneurs develop appropriate business models, business plans, financial projections, cash flow models, marketing plans, loan packaging, core processes, and customer relationships.
- Teach clients how to conduct market research and competitive analysis.
- Keep up to date with current entrepreneurial trends, market opportunities and skills training. Possess an understanding of the entrepreneurial mind-set and the role entrepreneurial skills play in economic development.
- Collaborate with other partners, chambers of commerce, local economic development agencies and lenders.
- Preference will be given to candidates with experience as entrepreneurs, in small start-up settings, or with experience advising new businesses through the startup process.
Skills / Knowledge / Abilities
- Bachelor’s degree is preferred, however will consider comparable 2 years work experience in the business/finance industry.
- Presentation Skills: The right candidate must have the ability to conduct group and individual recruitment and training sessions.
- Demonstrate an understanding of how entrepreneurship and related activities serve to strengthen and grow the economy.
- Must be a highly motivated self-starter who can begin, manage and complete several projects and programs simultaneously.
- Ability to communicate effectively, both oral and written.
- Proficiency in Microsoft Office suite of products will be required in this position.
- Ability to travel with a valid driver’s license.
EEO STATEMENT
Operation HOPE is an Equal Opportunity Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information or any other characteristic protected by law.
@OHFWC