What are the responsibilities and job description for the Financial Education Outreach Specialist position at GF Group?
Job Overview
We are seeking an "eager to learn & grow" candidate to join our family owned firm. HYBRID POSITION. In the role of Financial Education Outreach Specialist, you will be doing the following:
- Educating families on financial strategies
- Guiding clients through financial decisions
- Conducting financial consultations for personalized plans
- Helping clients protect their income and assets
- Assisting families with completing financial goals such as home purchases
- Building long term client relationships through regular reviews, updates on market trends, and proactive communication
- Recommending solutions based on client needs using our advanced software
- Staying current on regulatory changes including completing CE as required
- Collaborating with other financial sector professionals and create networking opportunities
- Community outreach and marketing for client acquisition
- Attend weekly training
True about you
- Willing to become proficiency in financial concepts such as investment plans, insurance, and residential lending
- Excellent customer relationship management skills to build trust and foster ongoing client engagement
- Ability to communicate ideas clearly while simplifying often complex services for your clients
- Willing to train & obtain Life, Series 6, MLO licenses (if you don't already have licenses, they are sponsored by us)
Compensation
- Standard pay for services plus commission
- Performance based bonuses
- Paid training available
Must be able to pass background check & US work authorization
Pay: $52,656.72 - $75,457.56 per year
Benefits:
- Paid training
- Professional development assistance
- Retirement plan
Work Location: Hybrid remote in Pasco, WA 99301
Salary : $52,657 - $75,458