Financial Services Representative
4 weeks ago
At Global Financial Impact, we are seeking a skilled Financial Services Representative to join our team. As a Financial Professional, you will help clients and businesses achieve their financial goals by providing advice and solutions. You will act as a liaison between clients and financial institutions, leveraging your knowledge of financial products and services such as insurance and retirement planning.
Key Responsibilities:
- Obtain and maintain professional licenses and continuing education
- Learn and utilize financial tools provided
- Educate clients and provide financial literacy
- Consult with clients and prospective clients to assess financial goals and provide quotes and product recommendations
- Develop and maintain a client base
- Seek new prospects via referrals
- Assist with product submission
Requirements:
- Minimum HS Diploma
- Energetic and positive demeanor
- Entrepreneur, marketing, and creativity mindset
- Coachable, hungry, and humble, mental toughness
- Responsible, dependable, and punctual
- Presentation of a professional image
- Ethical and integrity and trust
- Interpersonal communication
- Ability to persevere
- Analytical reasoning
About Us:
Global Financial Impact is a company that values professional growth and development. We offer a welcoming and positive team environment, with opportunities for mentorship and hands-on training. If you are a motivated and results-driven individual, we encourage you to apply for this exciting opportunity.
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