Financial Educator

Bighornlaw
CH - Fully
January 22, 2025

Seeking a dedicated Financial Educator to join our fast-growing team, expanding recruitment efforts in the US and Canada.
This remote position requires converting pre-qualified leads and fostering connections with previous clients to boost recurring business.
The perfect candidate possesses strong persuasion abilities and a dedication to achieving concrete outcomes.
If you are enthusiastic about maximizing your income potential and progressing in your sales profession, we urge you to submit your application today!
Responsibilities Develop personalized financial education strategies for each client in various locations to ensure their unique financial needs are met comprehensively.
Engage in discussions with potential and current clients to thoroughly assess their specific situations and propose tailored financial solutions.
Maintain accurate records, documentation, and organizational systems to track progress toward achieving monthly financial education objectives efficiently.
Handle a client portfolio by nurturing existing connections and securing new business through proactive sales methods like networking and outreach.
Stay updated on industry developments that could impact clients across different regions.
Qualifications The ideal candidate should demonstrate a keen interest in expanding their knowledge of the insurance sector, encompassing insurance programs, and state and federal regulations affecting policyholders.
Strong analytical, communication, and interpersonal skills are essential for this role, with a preference for candidates with a customer service background.
Mandatory proficiency in basic computer skills, specifically in utilizing the Microsoft Office suite and Zoom.
Knowledge of accounting or sales-related software would be advantageous.
The successful candidate must either possess an insurance license or be willing to obtain one.
Candidates must be either US Citizens or Canadian Citizens and must be eligible to secure an insurance license in California.
Compensation $100,000+ Commission Only
About GFI - Partnership GFI - Partnership 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.
Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies.
We will help more people become millionaires than any other company in history, become the #1 inspirational marketing company in the world, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!
We're transforming the financial landscape, one entrepreneur at a time.
We're not just building a business; we're building a movement of financial professionals who are passionate about making a difference.
Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.
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Read the full job description and apply online on the recuiter's web-site

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