Financial Professional

Company Description Global Financial Services (GFI) helps individuals and families build financial knowledge and explore strategies that fit their goals. Our team works with multiple insurance carriers, allowing licensed professionals to compare available products and options. We lead with education, listen to each client's needs, and provide ongoing support as their goals change.

Role Description The Financial Services Professional will connect with individuals and families to learn about their financial priorities and provide education on available insurance-based strategies, including life insurance and retirement planning products. Responsibilities include scheduling and conducting client conversations, explaining options in clear language, making recommendations appropriate to each client's needs and qualifications, completing required applications and documentation, and following up with clients. Professionals also participate in training and collaborate with the GFI team

Qualifications

• Strong communication and relationship building skills
• Interest in helping people improve their financial knowledge
• Self-motivated, organized, and comfortable working independently
• Willingness to complete required training and obtain the appropriate state insurance license
• Prior sales or customer service experience is helpful but not required

Opportunity Details This is an independent, commission-based opportunity. Compensation varies based on production and uncapped.

For an interview fill out the form below

https://docs.google.com/forms/d/e/1FAIpQLSdrWWff2rwJl89Z9BH2gcGUtZONnbBwp\_EnCwGvUQ-vYWnyZQ/viewform?usp=header

Pay: $74,100.00 - $89,400.00 per year

Work Location: Remote