$40K - 60K a year
Serve as a client liaison providing support, share financial education and strategies, and help clients develop customized financial plans.
Must have customer service or leadership background, pass background check, be US citizen, and possess drive and passion to help people; financial knowledge not required.
Company Description GFI Global Financial Impact is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change. Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We are dedicated to equipping individuals with the skills, knowledge, and resources they need to succeed in the world of finance. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future and achieve their dreams. Role Description Seeking an ambitious & driven individual to step into a part time or full time role. We're looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve one of the world's most pressing issues–financial illiteracy. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work. This position is 100% remote and provides the online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to on-boarding those with a strong work ethic, integrity, perseverance, and desire to grow. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process. As Services Representative you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Service Representatives share financial knowledge, education, and strategies for business matters, investment strategies, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially. You'll work with clients to develop customized financial plans that fit their unique needs & goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients. You'll be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally & professionally. Advancement and compensation are scalable based on personalized individual career goals. Your training is provided in-house. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education-focused with experienced mentors are here to help you. What we are looking for: - Customer service, leadership and management backgrounds are preferred - Must pass a background check - 18 Years or older - U.S. citizen - Training/Coaching included - Personally customized scheduling - Financial skills/knowledge not required - Leadership development - Entrepreneurially-minded + self-motivated - Education/Coaching/Military backgrounds are a great fit! - Must have a drive, passion and desire to help people! We look forward to reviewing your application!
This job posting was last updated on 10/3/2025