Financial Services Consultant (Remote, Flexible) – CA
Financial Services Consultant – Remote
Are you a motivated and self-driven individual looking for a rewarding career in the financial services and insurance industry? Global Financial Impact is seeking a Financial Services Consultant to join our dynamic team and play a pivotal role in helping clients secure their financial future. This is a remote position with flexible hours, allowing you to achieve an excellent work-life balance.
Key Responsibilities:
- Account Management: Develop and maintain client relationships by providing excellent customer service and support.
- Client Retention: Implement strategies to ensure our valued clients stay satisfied with their coverage options.
- Compensation: Earn competitive compensation while helping clients secure their financial well-being.
- Customer Service: Provide top-notch service to meet the diverse needs of our clients.
- Leads Driven: Utilize marketing support to access qualified leads for your sales efforts.
- No Cold Calling: Forget about making unsolicited calls – our clients are waiting for your assistance.
- Training Provided: We offer comprehensive training to equip you with the skills and knowledge needed for success.
- Work From Home: Enjoy the flexibility of working from the comfort of your home.
Qualifications:
- No experience required; entry-level candidates are welcome.
- Must obtain a Life Insurance License (we provide support in obtaining it).
- Self-motivated, goal-oriented, and driven to achieve sales targets.
- Process-driven with a commitment to integrity and transparency.
- Relentless in your pursuit of excellence.
- Strong ability to manage and retain clients.
- An interest in financial planning and financial services.
Additional Information:
- Part-Time & Full-time positions available.
- Access to a flexible schedule to accommodate your needs.
- Opportunity to be part of a diverse and inclusive team.
- Join a company that values work-life balance.
If you’re looking for an exciting career opportunity in insurance sales, where your efforts directly impact clients’ financial well-being, Global Financial Impact is the place for you. Apply now and start a fulfilling journey in the world of insurance and financial services. Your future begins here!
Company Description:
Global Financial Impact is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a seamless working environment for our customers and teammates.
We approach our days with honesty, integrity, and respect. We are a systems-driven company that prefers to share growth and opportunities with everyone. The success of Global Financial Impact is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually.
We are family-focused, with a dream to make Global Financial Impact feel like a thriving home for our agents, managers, and support staff. Global Financial Impact was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive.
You will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.
Why Work Here?
Awesome Leadership team and the best technology platform in the financial services industry! Always open to new and innovative ideas to grow!
