Note: The job is a remote job and is open to candidates in USA. Global Financial Impact (GFI) is a financial services organization focused on providing guidance to families in need. They are seeking a Financial Services Representative to help clients with retirement planning, life insurance, and wealth protection while building a personal practice and developing leaders within the community.
Responsibilities
- Serve families — Help clients navigate retirement planning, life insurance, wealth protection, and legacy building
- Build a practice — Develop your client base through relationships and education-first outreach. You set your schedule, work remotely, and own your growth
- Develop leaders — Recruit, onboard, and mentor other professionals. The highest-impact work isn't personal production — it's building a team that multiplies your mission
Skills
- Experience leading or mentoring others in any setting
- A sense of responsibility for the people around them
- A community where their reputation precedes them
- The discipline to build through relationships, not transactions
Benefits
- Personal income on your own client production
- Agency income on the combined production of those within your organization
- Expansion income on the production of agencies you help develop
- Residuals and renewals from ongoing client relationships
- Bonus structures tied to positive impact on families
- Stock options and profit-sharing opportunities exist for qualifying leaders at defined performance thresholds
Company Overview
GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world. It was founded in 2024, and is headquartered in San Jose, California, USA, with a workforce of 1001-5000 employees. Its website is https://globalfinancialimpact.com.