Financial Services Professional

San Diego, CA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

About the Opportunity

Global Financial Impact (GFI) is a financial services agency dedicated to helping individuals and families better understand financial protection and long-term planning. We are seeking motivated individuals interested in a flexible remote independent contractor opportunity. No prior experience in financial services is required structured training mentorship and development are provided.

This opportunity is ideal for individuals who want flexible hours remote work and the ability to learn client-facing fundamentals within the financial services field.

This is a 1099 independent contractor position with performance-based (commission) compensation.

There is no salary or hourly pay.

Key Responsibilities

Meet with individuals and families virtually

Learn and communicate simple financial protection concepts

Guide prospects through an educational consultative process

Attend virtual meet & greets company overview sessions and ongoing development meetings

Build and maintain client and referral relationships over time

Who Will Succeed in This Role

Strong communication and interpersonal skills

Coachable dependable and self-motivated

Comfortable working independently in a remote environment

Able to attend virtual meetings using a laptop or tablet

Willing to complete the Independent Contractor Agreement (ICA) if selected

Hiring Process

Initial Screening

Meet & Greet (Intro Conversation)

Company Overview Session

Independent Contractor Agreement (ICA)

Final alignment and next steps

Candidates may be removed from consideration at any stage if they are not aligned with expectations communication standards or role requirements.

Compensation

This is a commission-based independent contractor opportunity. Compensation varies based on activity consistency client engagement and performance. There is no base salary or hourly wage.

Candidate Experience & Transparency

GFI is committed to a professional transparent candidate process:

No sensitive personal data is requested during early stages

All steps are explained before you move forward

You remain in control of each stage of the process

Support and clarity are provided throughout

About the Opportunity Global Financial Impact (GFI) is a financial services agency dedicated to helping individuals and families better understand financial protection and long-term planning. We are seeking motivated individuals interested in a flexible remote independent contractor opportunity. No ...