Financial Educator

GFI - Partnership
Walnut Creek, CA, US
$100K a year
Full-time

Job Description

Job Description

Join our fast-growing team as we expand our hiring not only in the US but also in Canada! We are currently seeking a motivated Financial Educator to join our remote team.

Your main responsibilities will include converting pre-screened leads and fostering relationships with past clients to generate repeat business.

The ideal candidate will possess exceptional persuasive skills and a passion for achieving tangible results. If you are eager to maximize your income potential and advance your career in sales, we encourage you to submit your application today!

Compensation :

$100,000+ Commission Only

Responsibilities :

  • Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
  • Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
  • Update reports, records, bookkeeping systems, and other organizational tools to accurately report progress toward monthly insurance sales goals
  • Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking
  • Remain updated about insurance industry changes that may affect customers in your portfolio

Qualifications :

  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Strong analytical, communication, and interpersonal skills are required; customer service experience is a plus
  • Basic computer skills including proficiency with Microsoft Office suite and Zoom is required
  • Experience using accounting or sales-related software is beneficial
  • Candidates must have or be willing to get an insurance license
  • Must be a US Citizen or Canadian Citizen and able to get an Insurance license in your state

About Company

GFI - Partnership is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.

Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies.

We will help more people become millionaires than any other company in history, become the #1 inspirational marketing company in the world, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!

We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of financial professionals who are passionate about making a difference.

Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.

16 hours ago
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