Financial Services Representative

5 days ago


Orlando, Florida, United States Global Financial Impact - Marco Esquivel Full time
Job Overview

Global Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical 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
  • Learn and utilize financial tools and software
  • Educate clients on financial literacy and provide personalized advice
  • Consult with clients and prospective clients to assess financial goals and provide product recommendations
  • Develop and maintain a client base through referrals and prospecting
  • Assist with product submission and implementation
Preferred Qualifications
  • Minimum high school diploma or equivalent
  • Energetic and positive demeanor
  • Entrepreneurial mindset and creativity
  • Coachable, hungry, and humble with mental toughness
  • Responsible, dependable, and punctual
  • Present a professional image and maintain high levels of integrity
  • Excellent interpersonal communication skills
  • Ability to persevere and adapt to changing situations
What We Offer
  • 100% commission-based compensation
  • Bonus opportunities and stock ownership potential
  • Mentorship and hands-on training
  • Professional growth opportunities and a welcoming team environment


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