PT/FT Associates

gfimpact

2d • $65,000 - $75,000

About The Position

Associates serve as key contacts and liaisons for clients, helping ensure their satisfaction through ongoing, timely, professional, and courteous support. They share financial knowledge, education, and strategies related to business matters, investments, insurance-based protection, retirement, savings, and estate planning.

Associates work with clients to develop customized financial plans based on their individual needs and goals. They help clients understand their financial situations and provide guidance on budgeting, debt reduction, investing, and retirement planning. The role involves working collaboratively with a team and offers opportunities for personal and professional growth. Advancement and compensation are scalable based on individual career goals.

In-house training is provided in group and individual settings, with access to experienced brokers and business mentors. The opportunity can be pursued as a full-time career or part-time work for additional income.

Requirements

• Strong work ethic, integrity, perseverance, desire to grow, and entrepreneurial spirit.
• No prior financial work experience is required; in-house tools and training are provided.

Nice To Haves

• Customer service, leadership, and management backgrounds are preferred.

Responsibilities

• Serve as a key contact and liaison for clients and help ensure their satisfaction.
• Provide ongoing client and associate support in a timely, professional, and courteous manner.
• Share financial knowledge, education, and strategies related to business matters, investments, insurance-based protection, retirement, savings, and estate planning.
• Develop customized financial plans with clients based on their needs and goals.
• Help clients understand their financial situations and provide guidance on budgeting, debt reduction, investing, and retirement planning.
• Work collaboratively with a team.

Benefits

• In-house training in group and individual settings.
• Access to experienced brokers and business mentors.
• Opportunity for personal and professional growth.
• Scalable advancement and compensation based on personalized individual career goals.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed