Job Description
GoldTribe Financial is a brokerage firm that represents several Fortune 500 companies. Our mission is to help clients to properly save and grow their portfolio. Utilizing the three core pillars of index strategies: asset diversification, beneficiaries, and annuities, our team of experienced agents create custom strategies to align with our clients’ financial and non-financial needs.
GoldTribe Financial is seeking a Self-Starter individual with the transition to Customer Sales Representation to join our dynamic team in the United States since we are fully virtual. The Candidate will be part of the Director team, which provides Consultation and Client remuneration services.
Responsibilities of the position include, but are not limited to:
- Analyze client portfolios.
- People oriented.
- Product Knowledge will be provided.
- Training will be provided.
- Learn and Grow in assisting and working with clients.
- Participate in special projects, as assigned.
Requirements:
- Ability to multi-task and prioritize work responsibilities based on multiple, and sometimes competing deadlines.
- Excellent in empathy with clients and their needs.
- Excellent interpersonal and communication skills