Financial Educator and Benefits Specialist- Remote

GFI Global Financial Impact; Milwaukee (WI); Remote; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking global financial company as a Financial Educator and Benefits Specialist. This remote position empowers you to make a significant impact on people's financial well-being through innovative strategies and personalized mentoring. With a focus on building wealth and creating positive change, you'll help clients navigate tax-advantaged strategies, asset protection, and legacy planning. If you have a passion for financial education and a desire to grow in a supportive environment, this opportunity is perfect for you. Embrace the chance to enhance your skills while contributing to a meaningful mission in the financial sector.

Qualifications

• Ability to work from home and manage time effectively.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Assist clients with tax-advantaged strategies and wealth accumulation.
• Provide mentoring and support to clients in financial planning.

Skills

Excellent communication skills

Problem-solving skills

Self-discipline

Attention to detail

Adaptability to new technology

Tools

Zoom

Google Meets

Job description

Financial Educator and Benefits Specialist - Remote

Join the GFI Team: Empowering Financial Well-Being and Positive Change

At GFI, our mission is to make a significant impact on people’s financial well-being and their ability to create positive change. We believe in a holistic approach to financial empowerment, which is why our work is guided by a three-part mission:

• Build and Secure Wealth for Families and Individuals
• Creating a Movement of Financial Professionals
• Turning Wealth into Impact

If you are passionate about helping others, eager to learn new skills, and ready to enhance your own financial knowledge, GFI offers an exciting opportunity. Join our award-winning team, led by our "DO IT FIRST" leadership style, and become part of something impactful.

Requirements:

• Ability to work from home in a designated working environment
• Excellent communication skills, both written and verbal
• Strong problem-solving skills with attention to detail
• Self-discipline to effectively manage time
• Comfortable with online meeting technology (e.g., Zoom, Google Meets)
• Ability to learn and adapt to new technology platforms

Please note: This is a 1099 independent contractor position. It is not a W2 employment role.

Why GFI?

As an industry-leading global financial company partnered with many top Fortune 500 companies, GFI offers cutting-edge technology and a wealth of learning opportunities. We provide the tools and one-on-one mentoring necessary for success in the industry. Your new career with GFI will allow you to assist clients with:

• Tax-Advantage and Wealth Accumulation Strategies
• Asset Protection & Qualified Plan Rollovers
• College Education Funds
• Life Insurance, Living Benefits, and Final Expense
• Estate and Legacy Planning