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Financial Services Consultant (Fully Remote & Part Time) ID-8229

Global Financial Impact is a relentless group of innovative business professionals with a desire to see others thrive. We have an innovative approach to insurance and a drive to inspire & celebrate change in ourselves & others. Designed as a technology company, we stand out from the crowd with innovative tools, resources, and proprietary automation technology to create a

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seamless working environment for our customers and teammates.

We approach our days with honesty, integrity, and respect. We are a systems-driven company that shares growth and opportunities with everyone. The success of Global Financial Impact is based directly on the success of its agents. With a supportive attitude, our leadership team educates and trains each diverse agent individually.

We are family-focused, with a dream to make Global Financial Impact a thriving home for our agents, managers, and support staff. Global Financial Impact was created as a space for independent agents and builders to have a home where they could not just succeed, but thrive.

You will know that our team is 100% dedicated to our customers as well as our field force all across the USA. We have a belief that if we take good care of our agents, they will take good care of their clients. Every day, we put our best foot forward with a dedication to innovation, integrity, and ownership.

We are looking for individuals who are dedicated, possess excellent communication and customer service skills, and have a genuine desire to help others. This position offers a training program that equips individuals with the skills and knowledge to become successful financial professionals, with potential opportunities for advancement into management and leadership roles.

No prior experience is necessary for this position. With our comprehensive training program, you will learn how to engage with individuals, families, and business owners to understand their financial aspirations and create customized game plans tailored to their specific needs. Our financial solutions cover a wide range of areas, including retirement planning, wealth accumulation, college planning, investments, and insurance.

KEY FEATURES TO CONSIDER:

  • 1099 Commission based income with UNCAPPED income potential which includes personal clients, bonuses, renewals.
  • GAP/Transition - Part-time / Full-time opportunity
  • 100% remote and flexible schedule
  • Mastermind level training program with direct access to your leadership and even the upper echelons of the organization
  • You do not need prior experience in the Financial Services Industry to be successful. We are looking for ambitious individuals who have life experience, drive, passion, and a dedication to helping others.
  • A proven career with advancement opportunities - all self-driven

Key Responsibilities: ? Study, Learn, and execute with on-the-job training ? Shadow client meetings, plan designs, and presentations ? Analyze client financials to determine their needs and risk tolerance ? Review available options for clients ? Recommend which areas or services fit the client's need ? Participate in marketing and expansion strategies

Qualifications: ? Minimum 18 years of age ? Legal U.S. Resident, Citizen, or Work Permit with SSN ? A soft background check required ? Able to complete licensing requirements within 30 days ? Strong Entrepreneurial spirit.

Preferred Qualities:
? Honesty and integrity are characteristics you live by.
? You value and believe in our mission and cause.
? You are constantly looking for personal growth.
? You are a leader or want to learn to lead.
? You are a self-starter and goal-oriented
? You can work independently and work well as a team player
? Marketing and Networking skills
? Center of Influence
? *If you are not licensed in your resident state, we will help you get into a course to prepare and pass your exam, but you are expected to be able to pass your test for your state within 7-10 days.**

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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