Financial Services Representative

4 weeks ago


Norfolk, Virginia, United States Global Financial Impact - Marco Esquivel Full time
Job Description

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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