(FT/PT) Associate Needed @ GFI Team | Jobright.ai
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(FT/PT) Associate Needed jobs in United States
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GFI Team ยท 3 hours ago

(FT/PT) Associate Needed

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Business Consulting and Services
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Insider Connection @GFI Team

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction.
Interact with clients & associates on an ongoing basis, providing support needed in a timely, professional and courteous manner.
Share financial knowledge, education, and strategies to help clients and businesses build solid financial foundations.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Management experienceBusiness AcumenProspectingRelationship Building

Required

Ambition & drive to make a positive impact in the community
Customer service and/or management experience
Ability to pass a background check
Ability to pass a state licensing exam, much like a real estate agent exam
Age 18 or older and U.S. citizenship
Computer with a camera
Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Relationship Building
Prospecting

Preferred

Customer service and management backgrounds are preferred
Training/Coaching/ Included

Company

GFI Team

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Who We are & What We Do: Our team personally cultivates, in-house, the premier leaders in the financial services sector.

Funding

Current Stage
Late Stage
Company data provided by crunchbase
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Orion

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