Global Financial Impact ยท 16 hours ago
Financial Professional Trainee (Remote)
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Financial Services
Insider Connection @Global Financial Impact
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Responsibilities
Educate clients on financial strategies
Assess client assets and liabilities as well as overall financial condition
Review and make recommendations on client portfolios
Network and build relationships with new and existing clientele
Must be willing to enroll in and complete an online licensing course and pass required exam
Qualification
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Required
Entrepreneurial mindset is mandatory
Must be willing to enroll in and complete an online licensing course and pass required exam
Life and Health license required (If not licensed we have provide direction, support and guidance)
Preferred
Prior sales and/or business experience preferred
Life and Health license preferred
Benefits
Entrepreneurial Freedom: We encourage an entrepreneurial mindset and offer the flexibility to chart your own course towards success.
Support and Training: Whether you're new to the industry or a seasoned professional, we provide the necessary guidance, support, and training to help you thrive.
Meaningful Impact: Your role will involve educating clients on financial strategies, evaluating their financial status, and providing recommendations to enhance their portfolios.
Company
Global Financial Impact
GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.
Funding
Current Stage
Growth StageCompany data provided by crunchbase