Remote Financial Educator & Benefits Specialist

GFI Global Financial Impact; Town of Bear Creek (WI); Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking global financial company dedicated to empowering financial well-being. As a Remote Financial Educator & Benefits Specialist, you'll have the chance to make a real impact on clients' lives by guiding them through wealth accumulation strategies and asset protection planning. This independent contractor role offers flexibility and the opportunity to work from home while being part of an award-winning team. You'll receive one-on-one mentoring and access to advanced technology, making it easier to succeed in the financial services industry. If you're passionate about helping others and eager to learn, this is the perfect opportunity for you!

Qualifications

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

Responsibilities

• Assist clients with wealth accumulation and tax-advantage strategies.
• Provide mentoring and utilize cutting-edge technology.

Skills

Excellent communication skills

Problem-solving skills

Self-discipline

Adaptability to new technology

Education

Active Life Insurance License

Prior financial services experience

Tools

Online meeting technology

Job description

Remote Financial Educator & Benefits Specialist

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
• Comfort with online meeting technology
• 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.

Preferred Qualifications:

• Active Life Insurance License or willingness to obtain one
• Prior financial services experience a plus

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

Ready to Join the GFI Family? At GFI, success is built on a winning culture and our proven Fulfillment Formula. Take the next step in your career and review the opportunity waiting for you!