GFI Team ยท 4 hours ago
Needed- PT/FT
United States
Part-time
Remote
Entry Level
$65K/yr - $75K/yr
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Responsibilities
Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life priorities
Become licensed through your state to discuss and provide our products to clients in a compliant manner
Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements
Qualification
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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
Preferred
Demonstrated experience in serving others as educators, military personnel or public servants
Strong entrepreneurial or leadership focus
Benefits
Remote & hybrid work options
In-house online tools and training
Personalized scheduling to accommodate your lifestyle
Weekly training and coaching by top industry leaders
Company
GFI Team
Who We are & What We Do: Our team personally cultivates, in-house, the premier leaders in the financial services sector.
Founded in 2017Dallas/Ft Worth, Texas
5,001-10,000 employeesFunding
Current Stage
Late StageCompany data provided by crunchbase
