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Entry-Level Financial Representative - Remote

Posted Yesterday
Sales / Business
Full Time
USA

Overview

If you’ve been looking for a way to break into the financial industry but don’t have a license yet, this is a realistic look at what getting started with Global Financial Impact looks like.

This is not a job where you start earning immediately — there is a process. You’ll begin by getting licensed, learning the industry, and building your skills before you start making money. The opportunity is flexible and scalable, but it requires patience, consistency, and commitment.

In Short

  • Get licensed by completing a state-required life insurance course.
  • Onboarding and training on products and client interaction.
  • Start booking appointments with potential clients.
  • Earn commissions once licensed and helping clients.
  • Work with clients virtually, no in-person requirement.
  • Educate families on financial protection and planning.
  • Offer solutions like life insurance, IULs, and annuities.
  • Follow up with leads and set appointments.
  • Optional growth of a team over time.
  • Receive step-by-step guidance from licensed mentors.

Requirements

  • Time to study and pass the licensing exam.
  • Consistency, especially in the beginning.
  • Being coachable and willing to learn.
  • Patience as income doesn’t happen overnight.

Benefits

  • Flexible hours that can accommodate part-time or full-time work.
  • Ability to work while maintaining another job.
  • Access to affordable leads and inbound lead systems.
  • Ongoing training and support.
  • Structured system to guide your work.

G.F.I

Global Financial Impact

Global Financial Impact (GFI) is a leading global financial company dedicated to enhancing financial well-being and fostering positive change in individuals and families. With a mission centered on building and securing wealth, creating a movement of financial professionals, and turning wealth into impactful initiatives, GFI emphasizes a holistic approach to financial empowerment. The company partners with top Fortune 500 firms, offering cutting-edge technology and extensive learning opportunities. GFI is committed to mentoring its team members, equipping them with the tools necessary to assist clients in various financial strategies, including tax-advantaged wealth accumulation, asset protection, and estate planning.

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