Role overview

Qualifications

Outstanding communication skills, both verbal and written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Must be able to LEGALLY work in and reside in the UNITED STATES

Responsibilities

Work with clients primarily online, building meaningful relationships
Provide financial education and identify clients' financial goals
Develop personalized plans to help clients achieve their objectives
Pursue financial independence for families and improve their quality of life

Hard skills

Financial Education Customer Relationship Management Positive Psychology Pressure Drops

Other skills

Communication
Teamwork
Detail Oriented
Time Management
Multitasking

About the company

GFI Global Financial Impact

Insurance Brokerage & Agencies

GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world. Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, become the #1 inspirational marketing company in the world, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again! We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

Company details

IndustryInsurance Brokerage & Agencies

Company size1001 - 5000

Links

LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

***ATTENTION ***

---This is for a REMOTE or HYBRID part-time/full-time opportunity

---You MUST live and work in the United States to be considered for this opportunity

---PLEASE do NOT apply for this opportunity if you do NOT live and work in the United States

---This is also a CONTRACTED opportunity and is not an hourly position

We are a financial services staffing company now hiring for opportunities with Global Financial Impact (GFI).

About GFI:

https://globalfinancialimpact.com

Thank you for your interest in becoming a financial professional with, Global Financial Impact (GFI). GFI is the fastest-growing financial brokerage in the industry and onboarding remotely across the US. At GFI, we are not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether you are championing a global cause, uplifting your family and community, or building a business that you can pass down to your children, together we can secure and channel your wealth, ensuring you leave a lasting legacy that truly makes a difference. *WATCH THIS VIDEO*

As a Financial Professional, you will work with clients primarily online, building meaningful relationships, providing financial education, identifying their financial goals, and developing a personalized plan to help them achieve their objectives. Our comprehensive strategies are designed to help families pursue financial independence and focus on what matters most creating a better quality of life for themselves and their loved ones.

We are currently looking for part-time professionals with the ability to transition to full-time. This is a commission-based 1099 independent contractor opportunity with a generous compensation structure that includes stock options and profit sharing along with the flexibility to work remotely and set your own hours. This allows you to work around your existing commitments and responsibilities.

Although no direct experience in finance is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level Wealth Manager and to develop into management and leadership positions (because we only promote from within). If you are a serious candidate seeking a rewarding career in the financial industry, we would love to hear from you. Join our crusade and make a difference in people's lives!

QUALIFICATIONS:

Outstanding communication skills, both verbal & written

Able to work effectively in a team environment

Detail-oriented and the ability to follow up on tasks

Work effectively under pressure and maintain a positive attitude

Capable of multi-tasking, prioritizing, and managing time efficiently

Both Remote & Hybrid Options Available | Online tools and training are provided in-house.

Must pass a background check (NO FELONIES)

Must be able to LEGALLY work in and reside in the UNITED STATES

If your qualifications seem like a strong fit for the position, we will reach out to you to provide

information on the next steps in the Selection Process!

All candidates selected for the next steps will be invited to schedule an introductory phone call to discuss the company, role, any questions, and compensation to determine if it's a mutual fit prior to any Zoom interviews and/or onboarding steps.