Remote Financial Literacy Coach | Flexible Schedule

Global Financial Impact LLC; Texas; Remote; USD 22,320 - 111,600; Part time

Job summary

A leading financial services brokerage in the U.S. seeks Financial Services Specialists to teach financial literacy and help clients achieve financial goals. This remote role offers flexible scheduling and a supportive environment with comprehensive training. Candidates must be willing to obtain a license quickly and can expect an uncapped commission structure. Ideal for self-motivated individuals looking to make a meaningful impact in their communities.

Qualifications

• Willingness to get licensed in 7-10 days via a state-approved course.
• Ability to pass a background check.
• Legally authorized to work in the United States.

Responsibilities

• Teach the basics of financial literacy to clients.
• Conduct Financial Needs Analysis to uncover clients' goals.
• Formulate tailored financial plans based on client needs.
• Conduct semiannual and annual reviews for clients.

Skills

Leadership

Self-Motivation

Organization & Initiative

High Ambition & Positive Energy

Job description

About the job Financial Services Specialist (Remote)

About Us

We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.

Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.

Role Description

• Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
• Conduct Financial Needs Analysis to uncover financial goals of the client
• Formulate tailored financial plans for them
• Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
• Conduct semi annual and annual reviews

Experience

All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.

Helpful traits and skills include:

• Leadership
• Self-Motivation
• Organization & Initiative
• High Ambition & Positive Energy

Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.

Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.

Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.

Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.

Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.

Compensation

• Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
• Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
• Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)

Non-Negotiable Qualifications

• Willingness to get licensed in 7-10 days via a state-approved course
• Ability to pass a background check
• Legally authorized to work in the United States