Financial education jobs in United States

Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Personal financial professional assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Financial professional helps clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early. This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being. You'll receive the world's best training and tools necessary to thrive in this dynamic environment. Responsibilities Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls. Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients. Manage a diverse client pipeline via our CRM system, from initial contact to deal closure. Commit to a consistent schedule to maximize client engagement and sales opportunities. Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.

Full job description Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

You will receive an unparalleled door-to-door sales training program that is designed to equip you with the skills, knowledge, and confidence needed to excel in solar sales. Cleanstart proudly stands as an exclusive dealer in partnership with SunPower Corp, the global pioneers in solar power manufacturing. As a result of our exclusive dealer status, homeowners in New Jersey benefit from a factory-direct installation that stands out as the best in the industry. We're seeking individuals who think they have what it takes to book solar appointments door to door. When you join us, you're not just signing up for a job; you're enrolling in the most comprehensive door-to-door sales training program that has the potential to earn you a 6 figure income. We offer a base pay of $20 an hour. Job Description: As an entry level Outside Solar Sales Representative, you will be at the forefront of the renewable energy revolution. Your role will be to engage with potential customers directly, educating them about the numerous benefits of solar energy and helping them make the switch to a greener, more cost-effective future. Key Responsibilities: Comprehensive Training: You will receive an unparalleled door-to-door sales training program that is designed to equip you with the skills, knowledge, and confidence needed to excel in solar sales. Lead Generation: Identify and qualify potential leads through door to door canvassing, in-person interactions, and innovative strategies. Sales Mastery: Master the art of sales presentations, effectively showcasing the advantages of our solar products and services. Customer Relationship Building: Build and nurture positive, long-lasting relationships with customers, addressing their questions and concerns. Achieve Financial Success: With our training and support, you will have the tools to reach a 6-figure salary and achieve financial security. Qualifications: - High school diploma or equivalent (Bachelor's degree preferred) - Previous sales experience is a plus but not required - Exceptional communication and interpersonal skills - Drive, ambition, and a strong work ethic - Ability to learn and adapt quickly - Passion for renewable energy and sustainability What We Offer: - Competitive base salary, generous commissions, and performance-based bonuses - The industry's most comprehensive door-to-door sales training program - Career growth and advancement opportunities - Supportive team environment - Flexible working hours - Access to cutting-edge solar technology - The path to a guaranteed 6-figure salary

Position Overview: We are seeking a highly motivated Real Estate Intern to assist with various tasks related to data gathering, contract building, and homeowner engagement. This role offers a unique opportunity to gain hands-on experience in the real estate industry and offers a commission-based incentive for successful homeowner engagement. Key Responsibilities: Data Gathering & Analysis: Utilize our proprietary software to gather and analyze data on specific homes in the area. Assist in evaluating mortgage information to provide homeowners with a clear understanding of their financial situation. Contract Building & Management: Create and modify contracts using templates and software tools. Ensure all contracts are accurate, compliant, and ready for client review and signature. Coordinate the shipping and tracking of contracts to homeowners and other relevant parties. Homeowner Engagement & Sales: Engage with homeowners to educate them about their mortgages and the potential benefits of selling their homes. Conduct sales presentations and negotiations to facilitate the selling process. Build and maintain strong relationships with homeowners to foster trust and client loyalty. Administrative Support: Assist with general administrative tasks as needed, including scheduling appointments, answering phone calls, and responding to emails. Qualifications: Currently enrolled in or recent graduate of a Bachelor’s program in Business, Real Estate, Finance, or related field. Strong interpersonal and communication skills. Basic understanding of real estate transactions and mortgage concepts is a plus. Spanish is a plus. Highly organized with strong attention to detail. Self-motivated with a strong desire to succeed and contribute to a growing startup environment. Benefits: Hands-on experience in the real estate industry. Opportunity for commission-based compensation. Mentorship from experienced real estate professionals. Flexible working hours, company benefits.

HUMBLLE International Valley Stream, NY Hours: Part Time (Full Time possible over time per growth) Flexible Schedule and Remote Opportunity 1 Day in Office Mandatory Most Ideal Candidate: Local college student seeking Office Admin Experience Pay Scale: $15/hr; Entry Level About Us HUMBLLE International is a dynamic and innovative recruiting organization specializing in helping individuals and organizations improve their financial stance and fuel their overall holistic growth. We are seeking passionate and driven college students (or recent college graduates) to join our organization as our Office and Relationship Manager. The ideal candidates will work as a central liason between our leadership, clients, and field agents. In this role, you will be at the forefront of our mission as you connect our front office participants to the back office duties efficiently, allowing for seamless transactions and progressive growth of the organization. Responsibilities Your primary responsibility as an Office and Relationship Manager will be to efficiently complete the assigned office duties while assisting the varying individuals (clients and representatives) in the process. Your tasks will include: Office Admin: Processing paperwork and projects essential to our daily needs and focus. Relationship Builder: Establish and maintain strong relationships with contacts, understanding their specific needs, and providing excellent customer service. Keep all parties (clients and representatives) engaged while working with us via constant followup calls, emails, and social media interaction. Market Research: Conduct thorough research to identify potential organizations that could benefit from our services. Outreach: Initiate contact with business owners, CEOs, and/or HR managers via phone, email, LinkedIn, or other relevant platforms to introduce our services and build relationships. Pitching Services: Clearly and compellingly articulate the benefits of partnering with HUMBLLE International for their recruiting and client servicing needs. Appointment Setting: Securing appointments for discovery calls with interested startup representatives and coordinating the scheduling of these calls. Reporting: Tracking and reporting your outreach efforts and outcomes as directed. Participating: Attend virtual meetings and trainings as necessary and assigned. Optional travel to attend networking and educational conferences, also available. Qualifications Currently enrolled in college (Junior or Senior) or recently graduated, with a passion for organization, team work, and entrepreneurship. Strong communication and interpersonal skills. Self-motivated and able to work independently. A proactive and results-driven mindset. Familiarity with recruiting or human resources concepts is a plus but not required. Organized and Timely - Able to handle paperwork processing and deadlines. What you Get Work Reference from HUMBLLE International: Upon successful completion of your Ambassador role, you will receive a valuable work reference from Funded.club, enhancing your future job prospects. Sales Training and Experience: Gain hands-on sales experience and access to training resources that will help you develop crucial skills for a successful career in sales or people development. Uncapped Commission Potential: You will have the opportunity to earn $1000 or more per month in commissions, and there is no limit to how much you can earn, allowing you to maximize your earnings based on your performance. This is in ADDITION to your base pay of $15/hr. Career Development: HUMBLLE International is committed to your growth. You will have the chance to explore career paths within our organization, including roles in recruiting, sales, or marketing, providing a platform for your professional development. Free Virtual Webinars: Join webinars hosted by HUMBLLE International's leadership team, where you can learn from industry experts, gain insights, and further support your personal and professional growth. Networking Opportunities: You'll have the opportunity to attend and learn from events and engage with many communities in your local area, expanding your network and knowledge of the financial and professional ecosystem. Position Details Job Type: Part-time Base Pay + Commission Opportunity Location: Mostly Remote ; 1 Day in Office Join us as an Office and Relationship Manager and embark on a rewarding journey of learning, networking, and personal growth while making a tangible impact on the success of individuals and organizations in need of top-tier financial services. HUMBLLE International is dedicated to fostering a diverse and inclusive workplace and welcoming applicants from all backgrounds and experiences. Thank you for considering this opportunity. Your application will be fully reviewed by a dedicated recruiter who will respond based on the matching of your experience and qualifications.