Sales Representative - Part Time

GFI-Team Ikigai•College Park, MD

5d•Remote

About The Position

We are seeking an ambitious and driven individual to step into a part-time role as a Lead Associate. This position is 100% remote and provides the online tools and in-house training needed for success. We are looking for candidates who want to make a positive impact by helping to solve financial illiteracy. Our commitment to excellence is reflected in all aspects of our work. No prior financial experience is required; we prioritize a strong work ethic, leadership qualities, integrity, perseverance, a desire to grow, and an entrepreneurial spirit. If your qualifications align, we will contact you regarding the next steps in the selection process. As a Lead Associate, you will be a key contact for clients, ensuring their satisfaction. You will interact with clients and associates you are responsible for, providing timely, professional, and courteous support. You will share financial knowledge, education, and strategies for business matters, investments, insurance, retirement, savings, and estate planning to help clients and business owners achieve financial progress. You will develop customized financial plans, help clients understand their financial situation, and provide expert advice on improvement, from budgeting and debt reduction to investing and retirement planning. You will be challenged to think creatively and collaborate with a team passionate about making a difference. Your contributions will be valued, and you will have opportunities for personal and professional growth. Advancement and compensation are scalable based on individual career goals. Training is provided in group and individual settings, with access to experienced brokers and business mentors. We support those looking to create a full-time career or a part-time income. We help make financial independence and security accessible to a diverse range of people.

Requirements

Must pass a background check
18 Years or older
U.S. citizen
Entrepreneurially-minded + self-motivated
Must have a drive, passion and desire to help people!

Nice To Haves

Customer service, leadership and management backgrounds are preferred
Education/Coaching/Military/Elite Athlete backgrounds are a great fit!

Responsibilities

Serve as a key contact and liaison for clients to ensure their total satisfaction.
Interact with clients and associates on an ongoing basis, providing support needed in a timely, professional, and courteous manner.
Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.
Work with clients to develop customized financial plans that fit their unique needs and goals.
Help clients understand their financial situation and provide expert advice on how to improve it.
Guide and support clients through budgeting, debt reduction, investing, and retirement planning.
Think creatively and work collaboratively with a team of like-minded individuals.
Contribute ideas and efforts that will be valued and recognized.