Note: The job is a remote job and is open to candidates in USA. GFI and BMI International are growing organizations that provide financial education and guidance on protection, savings, retirement planning, and financial strategies. The Financial Services Coordinator will assist clients with financial education, retirement strategies, budgeting support, and protection options through virtual appointments while maintaining client communication and participating in team development.
Responsibilities
- Communicate with clients through phone and virtual meetings
- Assist with financial education and planning support
- Help clients understand retirement and savings options
- Maintain client information and follow-up communication
- Work independently in a remote environment
- Participate in team training and development sessions
Skills
- Strong communication and people skills
- Ability to work independently and stay organized
- Comfortable working remotely
- Customer service experience is a plus
- Interest in finance, business, or entrepreneurship preferred
- Licensing is a plus, but training may be available for qualified candidates
Benefits
- 100% remote work
- Flexible schedule
- Training provided
- Professional growth
- Leadership development
- Team training and development sessions
Company Overview