Financial Associate
· Condition: new · United States, Canada, and Puerto Rico
Seeking HIGHLY AMBITIOUS and COACHABLE individuals that are looking for an opportunity to help educate individuals, families, and business owners on financial topics and strategies. Candidates must be permanent residents of the United States, Canada, Puerto Rico, Virgin Islands, and Mexico. Experience in this field is preferred, but NOT REQUIRED. Responsibilities • High quality communication skills, verbal, and written. • Efficient in PowerPoint, Word, Excel, and Zoom. • Excellent customer/client service skills. • Ability to manage a work schedule independently. • Commitment to attending weekly training sessions. • Must maintain a high level of client/information confidentiality. Requirements • Laptop/computer, high speed internet, cell phone. • A state license is required - we assist with the licensing process if selected candidates are not currently licensed. • MUST pass a background check. • Work ethic, professionalism, and integrity in this industry is a must. • Ability to work remotely in a professional setting. Additional Details • Training is provided - get paid while learning. • Being bilingual is a plus. Seeking Spanish speaking candidates. • Commission-based 1099 income. • All business platforms, websites, and databases are provided. • Licensed representatives needed: Life insurance field agent roles, Notaries, Series 6, 65, 7, CPAs, and Attorneys. • Full-time, part-time, and flextime options available for qualified candidates. If you are not licensed, we will sponsor that process for qualified individuals. Book an exploratory Zoom interview at: https://fantastical.app/ahprominence/gfi-company-overview
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