Financial Educator

GFI - Partnership

Financial Educator

Remote,
Full Time
Paid
  • Responsibilities

    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 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 who are currently living in the U.S or Canadian Citizens currently living in Canada and must be eligible to secure an insurance license in the U.S and Canada Compensation: $100,000+ Commission Only

    • 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

  • Compensation
    $100,000 per year