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Financial Education Specialist

satispay · Remote
RemoteFull-timeGrowth & MarketingFinance & Insurance$47,000–$63,000/yr
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About the Financial Education Specialist role

Financial Education Specialist positions focus on delivering results in their domain. This page aggregates open Financial Education Specialist roles and what employers typically expect.

About us Satispay began by rethinking the simple act of a payment to remove the friction from our daily routines. But we didn’t stop there. Today, we are building a complete financial platform designed to empower people and concretely improve their lives. By giving our 6 million users a clear, open path to pay, save, and invest, we are evolving into the definitive destination for every financial need. What you'll be doing As our Financial Education Specialist, you’ll be the person who empowers our corporate clients' employees by guiding them through their social security and pension projections. Here's what your day-to-day will look like: - Educational workshops - Delivering educational webinars or live sessions on social security and pensions to employees of our corporate clients. - 1-to-1 sessions - Conducting individual sessions to guide employees in reading their pension projections using INPS simulators. - Process adherence - Strictly following standardized scripts and processes, ensuring the scope remains strictly educational with no financial advice or product recommendations. - Pipeline & CRM management - Managing the pipeline, maintaining clean CRM records, and managing leads, calendars, and session outputs via CRM while maintaining a relationship with the employer. - Business unit development - Taking an active role in developing the newly launched business units, ensuring the achievement of success metrics and a flawless customer experience. Who we're looking for We need a problem-solver who loves teamwork and gets things done. If you're curious and ready for real ownership, you'll fit in! Does this sound like you? - Educational background - You hold a junior profile with a degree in Economics, preferably with a focus on Finance, Financial Markets, or disciplines related to social security and pensions. - Communication skills - You possess the key competency to explain complex topics in a simple, engaging way, both in front of a group and in a 1-to-1 interview. - Eagerness to learn - You are ready to dive in and build deep knowledge of the pension system, which will be constructed internally. CareAbout: how we support your impact We move fast, and evolution never stops. It’s a fun ride, but it can be challenging. To make sure our people truly thrive, we’re committed to making their lives easier, both in the office and out in the world. That’s why we created CareAbout: - ❤️ Health (Private insurance for you and your family, psychological support with Serenis, mental health workshops) - 💰 Financial resources (Stock Option Plan, Meal vouchers, Relocation support if you’re moving countries) - ⚙️ Growth and development (Professional development programs, Internal mobility, Language courses with Preply) - 🌱 Flexibility (Unlimited PTO, Hybrid working policy*, Flexible working hours) - 👨‍👩‍👧 Family (Enhanced parental leave, Additional leave for child sickness) *We embrace three days per week in-office (Tuesday and Thursday + 1 of your choice), with the option to request extra remote time. Initial salary: Starting from €32,000 gross per annum This baseline is set using objective, gender-neutral criteria for the role's core requirements. However, we do not believe in putting a ceiling on talent. The final compensation package is tailored according to your unique experience and expertise. If your skills go beyond the standard profile, apply anyway so we can discuss a package that reflects your true value. Equal opportunity employer At Satispay, we're proud to be an equal opportunity employer. We celebrate diversity and inclusion, welcoming individuals of all backgrounds. This opportunity is open to everyone, regardless - for instance - of race, colour, religion, sex, gender identity, sexual orientation, and national origin. Join us in a workplace where everyone belongs! Learn more about us Our values and pillars aren’t just fancy words on a page - they really shape everything we do. Explore them here https://www.satispay…

Salary estimate

$47,000 – $63,000/yr
Provided by the employer.

Skills for this role

GOCommunicationSecurity

Resume tips for Financial Education Specialist applicants

Interview preparation

Prepare concrete STAR-format stories that show Financial Education Specialist outcomes you drove.

Research the employer's product and recent news before the interview.

Be ready to explain how you'd approach a typical Financial Education Specialist problem end to end.

Have thoughtful questions ready about the team, tools and success metrics.

About satispay

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