Entry-Level Financial Professional
Global Financial Impact
- Newport Beach, CA
- Contract
- Full-time
- Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
- Become licensed through your state to discuss and provide our products to clients in a compliant manner
- Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
- Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements
- Ambition & drive to make a positive impact in the community
- Customer service and/or management experience
- Ability to pass a background check
- Ability to pass a state licensing exam, much like a real estate agent exam
- Age 18 or older and U.S. citizenship
- Computer with a camera
- Uncapped income potential
- Study materials and preparation support to pass your exam within 1 week
- Remote & hybrid work options
- In-house online tools and training
- Personalized scheduling to accommodate your lifestyle
- Weekly training and coaching by top industry leaders
- A proven system that will lead to your success, if followed
- Active Listening
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Relationship Building
- Prospecting
- Referral Identification
- Referral Management
- Minimum of 8 hours; no maximum