PT/FT Associates

gfimpact; United States; A distancia; USD 45.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

In-house training

Career advancement opportunities

Descripción de la vacante

gfimpact is looking for motivated individuals to join our team in the United States. We provide online tools and in-house training, with no prior financial work experience required.

You will be a central contact for clients, offering professional support, financial guidance, and education to help clients achieve their goals. You will develop personalized financial plans, assist with budgeting, debt reduction, investing, and retirement planning, while collaborating with a team that values

Formación

• Strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit.
• No prior financial work experience required; on-boarding focused on skills and motivation.
• Holistic evaluation of every candidate (no automatic disqualifiers).

Responsabilidades

• Act as a key contact for clients to ensure total satisfaction.
• Interact with clients and associates to provide timely, professional support.
• Develop customized financial plans to fit clients' needs and goals.
• Explain budgeting, debt reduction, investing and retirement planning guidance.
• Collaborate with a team of professionals to drive client outcomes and growth.

Conocimientos

Customer service

Leadership

Client relations

Descripción del empleo

We are able to provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.

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.

• Customer service, leadership and management backgrounds are preferred

As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.

You will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are personally responsible for on an ongoing basis, providing the support needed in a timely, professional, and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.

You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.

You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.

Advancement & Compensation are scalable based on personalized individual career goals!

Your training is provided in-house in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part-time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!

We help make financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

Please reach out to us if you have any questions. We look forward to reviewing your application!

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