Job Description

Are you open to becoming an experienced financial professional who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have strong listening skills, attention to detail, and the ability to effectively communicate programs and plans to new customers. If you’re seeking a flexible full or part-time position that offers a world of advancement potential, send us your resume today! Responsibilities:

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Help clients implement financial recommendations such as life insurance, savings plans, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications:

• Strong analytical, communication, and interpersonal skills are required; customer service experience is a plus
• Candidates must have or be willing to get a life insurance license
• High school diploma required; bachelor’s degree a plus
• Open to embracing the financial industry and becoming educated about its relevant state and federal regulations
• Experience using accounting or sales-related software is beneficial

About Company: Become a GFI Partner: GFI is transforming the financial landscape by 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 family-like 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.

Job Tags

Full time, Part time, Flexible hours,

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