Job Description

Workshop Education Coach Responsibilities

• Assist the Workshop Instructor during live in-person and virtual training sessions.
• Help set up materials, technology, and resources before workshops.
• Provide individual support to participants during sessions to ensure understanding of concepts.
• Collect attendee feedback and assist in post-workshop follow-ups.
• Support the instructor in maintaining a positive, engaging learning environment.

Outbound Calling & Verification Responsibilities

• Make outbound calls to verify client information, account eligibility, and compliance details.
• Confirm attendance for upcoming workshops, webinars, and coaching sessions.
• Follow up with leads from marketing campaigns to help guide them into the next stage of our programs.
• Ensure accurate documentation of all client interactions in the CRM.

What We’re Looking For

• Excellent verbal communication skills and ability to build rapport quickly.
• Friendly, approachable, and professional demeanor with clients and workshop attendees.
• Previous experience in customer service, administrative support, or educational settings is a plus.
• Organized and detail-oriented with the ability to manage multiple tasks.
• Basic familiarity with trading, investing, or financial markets is preferred (training provided).
• Comfortable using video conferencing platforms, CRM software, and Microsoft Office/Google Workspace tools.
• Able to work on-site in Fairfax, VA for in-person events and workshops.

What We Offer

• Competitive pay with performance-based incentives.
• Training on our trading programs, systems, and client engagement process.
• Opportunities to grow into coaching, sales, or operations roles.
• Supportive, high-energy team environment.
• The chance to make a direct impact on our clients’ learning and success.

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