What are the responsibilities and job description for the Financial Services Professional position at Impact Financial?
Company Description
Impact Financial is dedicated to educating families and businesses on financial literacy and assisting them in achieving their financial goals. We provide personalized financial game plans through one-on-one consultations.
Role Description
This is a flexible Financial Services Professional role that is 80% remote work. Team members in UT will have some trainings at the office in Lehi, UT. The Financial Services Professional will be responsible for financial planning, insurance needs, retirement planning, communication, and delivering financial services to clients.
Qualifications
Impact Financial is dedicated to educating families and businesses on financial literacy and assisting them in achieving their financial goals. We provide personalized financial game plans through one-on-one consultations.
Role Description
This is a flexible Financial Services Professional role that is 80% remote work. Team members in UT will have some trainings at the office in Lehi, UT. The Financial Services Professional will be responsible for financial planning, insurance needs, retirement planning, communication, and delivering financial services to clients.
Qualifications
- Willingness to study and obtain State financial licenses
- Strong communication skills
- No experience necessary
- Excellent analytical and problem-solving abilities