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Walt Teske-Potential Approach To Financial Coach Position Essay

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Walt Teske - potential approach to Financial Coach position

1. Understand the company
Be aware of the hiring company's history, business and background.
Understand their retirement plan and investment options.
Understand their benefit program and any voluntary benefits available through Trustmark.

2. Understand Process
Understand the coaching process developed by the Strategic Ventures team.
Present the program and process to groups and individuals
If asked, work with Strategic Growth Ventures team to make enhancements and refine process to increase participation and program success.

3. Understand the individuals in the program
Help individual to understand current financial situation. Make determination what the individual's greatest needs

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