Insurance Broker

Global Financial Impact; Irvine (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

Global Financial Impact is seeking a remote Insurance Broker to help individuals and families evaluate their financial needs and select suitable insurance and retirement solutions. You will assess risk profiles, explain coverage options, and support clients through applications and renewals.

The role emphasizes building long-term client relationships, providing ongoing reviews of plans, and staying current with industry trends while working independently in a remote setting.

Qualifications

• Experience in insurance brokerage and ability to explain coverage options to clients.
• Foundational knowledge in finance and retirement planning to support long-term strategies.
• Excellent customer service skills to build trust and provide responsive support.
• Strong written and verbal communication; ability to simplify complex financial concepts.

Responsibilities

• Assess client risk profiles and financial needs to determine suitable insurance and retirement solutions.
• Explain coverage options, compare products, and guide clients through applications and renewals.
• Build and maintain long-term client relationships, providing ongoing reviews of plans.
• Collaborate with internal teams to ensure high-quality service and stay updated on industry trends.

Skills

Insurance Brokerage

Retirement Planning

Customer Service

Communication Skills

Sales & Relationships

Licenses

Job description

Company Description Global Financial Impact (GFI) is a mission-driven financial services platform that connects individuals and organizations with resources and expertise to unlock their financial potential and drive positive change. The company aims to empower 100 million families to achieve financial independence, build wealth, and gain control over their financial futures. GFI is building a large movement of licensed agents and financial professionals who are passionate about helping families dream again and secure their financial legacy. The organization focuses on equipping people from all backgrounds with skills, knowledge, and tools to succeed in finance. By joining GFI, team members become part of a dynamic community committed to transforming lives through financial education, guidance, and long-term planning.
Role Description This remote Insurance Broker role focuses on helping individuals and families evaluate their financial needs and select appropriate insurance and retirement solutions. Day-to-day responsibilities include assessing client risk profiles, explaining coverage options, recommending insurance products, and supporting clients through policy applications and renewals. The Insurance Broker will build and maintain long-term client relationships, provide ongoing reviews of insurance and retirement plans, and collaborate with internal teams to ensure a high standard of customer service. The role also involves staying current on industry trends, regulatory requirements, and product offerings to provide accurate, informed guidance. This position is designed for professionals who want to contribute to GFI’s broader mission of financial empowerment while working independently in a remote environment.
Qualifications

• Candidates should possess strong skills in Insurance Brokerage and Insurance to advise clients on suitable coverage options and policy structures.
• Candidates should possess foundational knowledge in Finance and Retirement Planning to support long-term financial strategies and wealth protection goals.
• Candidates should possess excellent Customer Service skills to build trust, communicate clearly, and provide responsive support to a diverse client base.
• Candidates should possess effective communication, sales, and relationship-building skills, with the ability to explain complex financial concepts in accessible terms.
• Relevant licenses or certifications in insurance or financial services (or willingness to obtain them) are highly beneficial.
• Ability to work independently in a remote setting, manage time effectively, use digital tools, and maintain ethical and compliant practices.
• Prior experience in insurance, financial advising, or related fields is an asset but not strictly required for motivated, coachable applicants.