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budgeting english retirement planning video conferencing equity compensation📋 Description
- Meet clients remotely via video, chat, and email to guide budgeting and retirement readiness
- Advise on LearnLux methods for financial planning in Egypt
- Join regular team meetings to improve the LearnLux digital experience
- Become an expert on client benefit plans for open enrollment
- Collaborate with the content team to outline and review LearnLux content
- Lead engagement campaigns for employer partners (webinars, on-site events)
🎯 Requirements
- A designation, certification, or diploma in personal financial planning
- Fluent Arabic – written and spoken
- Fluent English – written and spoken
- Passion for educating individuals to manage their finances
- Ability to multitask and prioritize with input from multiple teams
- Experience guiding retirement, equity, investments, budgeting, debt, and more
🎁 Benefits
- Knowledge of regional financial systems or experience across the region
- Experience using Zoom or other video platforms for 1-1 planning
- Experience creating presentations for large audiences
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