PT/FT Financial Professional (Remote)
location_onAmerican Pharoah Drive, Lexington, Frisco, Collin County, Texas, 75026, United States
Job Description
Our Mission
Helping everyday families get financially educated and servicing the community on topics we should have learned in school.
About the Role
Are you looking to get out of the rat race, make a career change, or add another stream of income to your household? As a newly trained agent with Global Financial Impact (GFI), no prior experience is necessarily required. You will be trained and mentored, obtain a life/health license in your residing state, and position yourself to serve others while creating great income.
The position is fully remote, making it ideal for stay-at-home career seekers or anyone who wants to add another income stream. We seek highly motivated, competent, capable, and committed business partners to become financial professionals and head into the field to provide services that meet the needs of clients.
How You'll Work
Most of our new agents start as Referrals or Part-time agents (8-15 hours weekly) before transitioning to full-time roles. As a GFI associate, we are contracted only through 25+ A-rated companies with a focus on providing valuable financial literacy to under-served markets.
Agents production ranges based on personal effort and ambition. Most agents work part-time and remotely and start generating some great side income which eventually grows into a six-figure income.
Daily Life
You are assigned a “Field Trainer” who is an experienced professional and will help you throughout the beginning of your business until you’re ready to manage it and effectively help people. This includes how to prospect clients and potential partners. Daily training to help shape your business.
Application Instructions
PLEASE READ JOB DESCRIPTION BEFORE APPLYING description BEFORE APPLYING**
MANDATORY: Clean background (No Felonies), Needs USA Social to work and reside in the US.
Must pass a background check (No Felonies) Must have a U.S Social Security Number Must currently reside in the United States, Puerto Rico, or Canada during the initial for process. (Hiring-Licenses) Must be 18+ years old (This is a Federal Requirement)
Work location
Work model: Remote
American Pharoah Drive, Lexington, Frisco, Collin County, Texas, 75026, United States
Frisco, Texas
Key Responsibilities
- check_circleProtect client assets and funds
- check_circleHelp clients build and leave a legacy
- check_circleProvide debt management services
- check_circleAssist with estate planning via legal team
- check_circleDevelop Financial Need Analysis (FNA) for clients)
- check_circleImplement index strategies for clients
- check_circlePlace clients in advantageous financial positions
Requirements
- verifiedClean background check (No Felonies)
- verifiedU.S. Social Security Number
- verifiedReside in the United States, Puerto Rico, or Canada
- verifiedPuerto Rico
- verifiedCanada
- verified18+ years old
- verifiedLife/health license in residing state