Triple G Finanacial · 2 days ago
Field Representative
United States
Part-time
Remote
New Grad, Entry LevelTriple G Financial is dedicated to providing families with life-changing financial education and tools to secure their financial futures. They are seeking a Field Representative for a part-time, remote role to provide exceptional service and support to clients, conduct virtual meetings, and help families create personalized financial plans.
Financial Services
Hiring Manager
Greg Meisinger
Responsibilities
Providing exceptional service and support to clients
Conducting virtual meetings to share financial education
Helping families create personalized financial plans
Communicating effectively with clients
Delivering tailored education and training
Assisting with solutions for managing income, debt, and retirement planning
Qualification
Required
Be at least 18 years of age
Able to work in the US
Pass a background check
Be comfortable starting part time
Be comfortable working remote
Be comfortable with a 1099 commission position
Strong Communication and Customer Service skills to establish meaningful connections with clients
Proactive mindset, self-motivation, and the ability to thrive in a remote, part-time setting
Must be coachable
Must have wifi and internet
Preferred
Prior experience in financial services or a related industry is NOT necessary
Company
Triple G Finanacial
I am on a mission to meet as many families as I can and give them financial education that can change their lives and their futures.
Murfreesboro, TN, US
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase