Representative PT/FT

gfimpact; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

gfimpact is recruiting for a client-facing financial advisory role. You will serve as the primary contact for clients, delivering timely, professional support and building ongoing relationships with assigned clients and associates.

Training is provided in-house, with scalable advancement and compensation based on individual career goals. No prior financial work experience is required, but a strong work ethic and entrepreneurial spirit are highly valued as you help clients achieve their financial

Qualifications

• No prior financial work experience required.
• Strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit valued.

Responsibilities

• Serve as a key contact and liaison for clients to ensure total satisfaction.
• Interact with clients and associates to provide timely, professional, and courteous support.
• Share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning.
• Develop customized financial plans that fit clients' needs and goals.
• Explain financial situations and provide expert advice on improvements.
• Collaborate with a team to grow professionally and contribute ideas.

Skills

Customer service

Leadership

Management

Job description

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.