Financial Services Representative

1 month ago


Costa Mesa, California, United States Global Financial Impact - Marco Esquivel Full time
Job Overview

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Global Financial Impact - Marco Esquivel. As a key member of our team, you will play a vital role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.

Key Responsibilities
  • Obtain and maintain professional licenses and continuing education
  • Develop and maintain a client base through consultative sales and marketing efforts
  • Provide financial literacy and education to clients
  • Consult with clients and prospective clients to assess financial goals and provide product recommendations
  • Assist with product submission and implementation
Preferred Qualifications
  • Minimum HS Diploma
  • Energetic and positive demeanor
  • Entrepreneurial mindset with creativity and marketing skills
  • Coachable, hungry, and humble with mental toughness
  • Responsible, dependable, and punctual
  • Present a professional image
  • Ethical and integrity
  • Interpersonal communication skills
What We Offer
  • Fully remote work environment
  • No cap on income
  • Part-time and full-time positions available
  • Income typically ranges $25,000 part-time and $120,000 full-time in year one
  • 100% commission-based
  • Bonus opportunities
  • Stock and ownership potential
  • Mentorship and hands-on training
  • Professional growth opportunities


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