Wealth Management Professional

4 weeks ago


Peoria, Illinois, United States GFI Pros Full time
About GFI Pros

We are a leading provider of financial education and empowerment services, dedicated to helping individuals and businesses achieve financial well-being. Our mission is to empower people to take control of their finances and secure their future.

Job Summary

We are seeking a highly motivated and customer-focused Agent to join our team. As an Agent, you will serve as a key contact and liaison for clients, providing financial education and support to help them achieve their goals.

Responsibilities
  • Assist and educate clients with consumer and small business solutions and strategies
  • Leverage available resources and technologies to optimize the client experience
  • Manage client interactions and adhere to established processes and regulatory requirements
Requirements
  • Ambition and drive to make a positive impact in the community
  • Customer service and/or management experience
  • Ability to pass a background check and state licensing exam
  • Age 18 or older and U.S. citizenship
What We Offer
  • Study materials and preparation support to pass your exam within 1 week
  • Remote and hybrid work options
  • In-house online tools and training
  • Personalized scheduling to accommodate your lifestyle
  • Weekly training and coaching by top industry leaders
Skills
  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Relationship Building
  • Prospecting
  • Referral Identification
  • Referral Management
Work Schedule
  • Minimum of 8 hours; no maximum


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