From Coach to Advisor: Your Growth Journey

Coach

Start where you are — grow as you go

Working Titles:

Financial Empowerment Coach, Family Empowerment Coach, or Business Coach

Mission Statement:

"I help individuals, families, and business owners achieve growth, clarity, and confidence through personalized coaching, practical strategies, and faith-based guidance. My goal is to empower you to take actionable steps toward your financial, personal, or business goals."

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Focus / Specialty:
Budgeting, Business Strategy, Goal Setting, Financial Literacy, Family Planning (or customize for each coach)

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Responsibilities:

• Educate families on budgeting, credit, and debt

• Host webinars or workshops

• Refer clients to licensed advisors​​

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Requirements:

• No license needed

• Passion for helping people

Senior Advisor / Team Leader

Multiply your impact.

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Mission Statement:

“I mentor new coaches and advisors while helping families achieve financial freedom. My mission is to multiply impact through leadership, guidance, and personalized financial solutions.”
 

Specialty / Focus:

Team Leadership, Mentorship, Advanced Financial Planning

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Responsibilities:

• Recruit and mentor new coaches

• Lead team growth

Requirements:

• Proven production record

Financial Protection Coach

Protect what matters most

​​​Mission Statement:

"I guide families in protecting what matters most through life insurance, annuities, and income protection strategies, ensuring peace of mind and long-term financial security.”

Specialty / Focus:

Insurance Planning, Risk Management, Family Protection

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Responsibilities:

• Offer life insurance & annuities

• Continue financial education coaching

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Requirements:

• Active state Life/Health license

• Completion of advanced training

Regional Director / Partner

Lead with purpose. Prosper with impact.”
 

Mission Statement:

“I lead regional teams and empower advisors to serve families with excellence. My goal is to create lasting financial legacies while upholding faith-based principles in wealth building.”

Specialty / Focus:

Leadership, Regional Strategy, Business Growth

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Responsibilities:

• Build and manage regional teams

• Shape company strategy

Requirements:

• Leadership excellence

• Proven success

Licensed Financial Advisor

Plan. Protect. Prosper.​
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Mission Statement:

“I provide customized financial plans, investment strategies, and wealth protection solutions to help clients grow, manage, and preserve their wealth with confidence.”

Specialty / Focus: Investments, Retirement Planning, Wealth Management

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Responsibilities:

• Personalized financial planning & investments

• Mentor new coaches

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Requirements:

• SIE + Series 6/63 or 7/65 licenses

• Proven client results

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Operations Coordinator / Office Administrator

Working Titles:

• Operations Coordinator / Office Administrator

• Client Support Specialist / Concierge

• Marketing & Social Media Coordinator

• Licensing & Compliance Coordinator

• Administrative Assistant / Virtual Assistant

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Our Admin and Back Office team keep Dulcio Financial Group running smoothly behind the scenes. From client support and scheduling to operations, compliance, and marketing, they ensure our coaches and advisors can focus on serving families and building financial freedom. Every team member is dedicated to providing seamless support, maintaining high standards, and empowering our clients and staff.

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Focus / Specialty:

Operations, Client Support, Compliance, Marketing, Administrative Assistance

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General Requirements:

• Strong organizational and time-management skills

• Excellent written and verbal communication

• Tech-savvy and comfortable with tools like Wix, CRM systems, AI, and office software

• Attention to detail and the ability to maintain accurate records

• Proactive, self-motivated, and able to prioritize tasks effectively

• Professional and client-focused attitude

• Ability to work collaboratively with coaches, advisors, and leadership

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Preferred / Optional Qualifications:

• Experience in customer service, operations, or administrative support

• Knowledge of financial services, compliance, or insurance processes

• Experience with social media, marketing, or content creation

• Familiarity with scheduling, database management, or virtual assistant tools

• Ability to handle confidential client information with discretion

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