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Financial Professional

2 months ago

Miami, Florida, United States GFI Pros Full time
About the Opportunity

We are seeking a highly motivated and ambitious individual to join our team as a Financial Professional. As a key contact and liaison for clients, you will be responsible for ensuring their total satisfaction and providing support in a timely, professional, and courteous manner.

Key Responsibilities
  • Develop customized financial plans that fit clients' unique needs and goals
  • Provide expert advice on budgeting, debt reduction, investing, and retirement planning
  • Work collaboratively with a team of like-minded individuals to make a positive impact in communities
  • Participate in ongoing training and coaching to enhance financial knowledge and skills
Requirements
  • Customer service leadership and management backgrounds are preferred
  • Must pass a background check
  • 18 years or older
  • U.S. citizen
  • Entrepreneur motivated personality
  • Leadership development and team development skills
What We Offer
  • Remote opportunity with online tools and training provided
  • Personally customized scheduling
  • Flexible hours and days
  • Financial skills and knowledge not required
  • Leadership development and team development opportunities
Why Join GFI Pros?

We pride ourselves on a commitment to excellence, reflected in all aspects of our work. Our system is education-focused, and experienced brokers and business mentors are here to help you succeed. We offer access to those looking to create a full-time career or a part-time opportunity to earn a living. Our goal is to make financial independence and security accessible to a diverse group of people from various backgrounds.