Now seeking an ambitious & driven individual to step into a part-time/full-time Financial Broker Role. We are looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve one of the world's most pressing issues–financial illiteracy.
We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work. This position is 100% remote and provides the online tools and in-house training you need to be successful.
For this reason, no prior financial experience is required. We are committed to onboarding those with a strong work ethic, leadership qualities, integrity, perseverance, desire to grow, and enterprising spirit above all else.
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.
As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.
Advancement & Compensation are scalable based on personalized individual career goals!
Your training is provided in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education-focused; experienced brokers and business mentors are here to help you.
We offer access to those who are looking to create a full-time career or one that is part-time to earn additional income. No matter which you choose, we are here to support the expansion of your career and goals!
We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
Responsibilities:
* Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor.
* Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives.
* Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
* Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.
* Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations.
Qualifications:
* Customer service, leadership, and management backgrounds are preferred.
* Must pass a background check.
* 18 years or older.
* Training/Coaching included.
* Personally customized scheduling.
* Financial skills/knowledge not required.
* Entrepreneurially-minded + self-motivated.
* Education/Coaching/Military/Athlete backgrounds are a great fit!
* Must have a drive, passion, and desire to help people!
Compensation:
$50,000 - $90,000
About GFI Greyno Group - Annapolis:
We focus not only on building wealth but on helping you use that wealth to create a positive impact. Whether you're supporting a cause, improving your family and community’s well-being, or expanding a business for future generations, we’ll work together to manage and direct your wealth, helping you leave a meaningful legacy.
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