Financial Professional Trainee (Remote) @ Global Financial Impact | Jobright.ai
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Financial Professional Trainee (Remote) jobs in United States
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Global Financial Impact ยท 16 hours ago

Financial Professional Trainee (Remote)

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Financial Services

Insider Connection @Global Financial Impact

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

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

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.

Health licenseSales experienceBusiness experienceHelping others

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

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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 Stage
Company data provided by crunchbase
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