Representative PT/FT

gfimpact • Nashville, TN

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About The Position

The Representative serves as a key contact and liaison for clients, ensuring their satisfaction through timely, professional, and courteous support. The role involves sharing financial knowledge, education, and strategies related to business matters, investments, insurance-based protection, retirement, savings, and estate planning. Representatives work with clients to develop customized financial plans suited to their needs and goals, and guide them on topics such as budgeting, debt reduction, investing, and retirement planning.

This is a part-time leadership opportunity for individuals interested in making a positive impact by addressing financial illiteracy. The organization provides in-house online tools and training, including group and individual training, and support from experienced brokers and business mentors. Advancement and compensation are scalable based on individual career goals. The opportunity can support either a part-time role for additional income or a full-time career.

Requirements

• Strong work ethic, integrity, perseverance, desire to grow, and entrepreneurial spirit.
• No prior financial work experience is required.

Nice To Haves

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

Responsibilities

• Serve as a key contact and liaison for clients and ensure their satisfaction.
• Provide clients and associates with timely, professional, and courteous ongoing support.
• 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.
• Guide and support clients with budgeting, debt reduction, investing, and retirement planning.
• Work collaboratively with a team to support clients and contribute ideas.

Benefits

• In-house online tools and training, provided in group and individual settings.
• Access to experienced brokers and business mentors.
• Scalable advancement and compensation based on personalized individual career goals.
• Opportunity to pursue either a part-time role for additional income or a full-time career.

What This Job Offers

• Job Type: Part-time
• Career Level: Manager
• Education Level: No Education Listed