What are the responsibilities and job description for the Financial Services Strategist position at Global Financial Impact?
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Strategist.
In this 1099-role, you will be an Independent Contractor responsible for providing financial guidance and support to clients, helping them navigate a wide range of financial products and services.
The ideal candidate will have an understanding of basic financial principles, excellent interpersonal skills, coachable and a commitment to delivering exceptional service to clients.
This role offers an independent, flexible lifestyle with unlimited earning potential.
Key Responsibilities:
- Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
- Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
- Stay informed about the latest financial products, services, and industry trends.
- Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
- Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
- Address client concerns and inquiries promptly, ensuring a positive overall experience.
- Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs.
- Actively participate in business development activities to attract new clients and expand the client base.
Qualifications:
- Excellent interpersonal and communication skills.
- Detail-oriented with strong analytical and problem-solving abilities
- Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
Mandatory Qualifications (Non-Negotiable):
- Must pass a Federal background check (No Felonies).
- Must have or be able to obtain a U.S Social Security Number.
- Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
- Must be 18 years old (This is a Federal Requirement)
- Must be able to complete licensing requirements within 5-7 days
- Accountable with high level of integrity (critical in this regulated and customer-based industry)
Benefits:
- Ongoing training and professional development opportunities.
- Collaborative and supportive work environment.
Other Information:
- We are 100% remote, Zoom and Google is our platform.
- You will be assigned a Field Trainer who will help guide you throughout the learning process.
