Assets Manager - Part Time

Join Us as an Assets Manager - Part Time

About GFI Ikigai

At GFI Ikigai, we believe that financial literacy is a fundamental right for everyone. Our mission is to combat financial illiteracy while positively impacting communities worldwide. We offer online tools and in-house training designed to foster personal and professional growth. If you're passionate about making a difference and enjoy the flexibility of multiple career paths, GFI Ikigai is the place for you.

Position Overview

We're excited to invite you to join us as an Assets Manager on a part-time basis. In this dynamic role, you will be the cornerstone of GFI Ikigai's mission to provide exceptional customer service and support. Your keen problem-solving skills and passion for helping others will shine as you build strong relationships with our clients.

Perks for You

• Flexible scheduling that suits your lifestyle
• 100% remote work with access to comprehensive online tools and training
• Opportunities for leadership development and personal advancement
• Competitive compensation ranging from $65,000 to $80,000 annually

Your Responsibilities

• Serve as the primary contact for clients, offering timely, professional, and courteous assistance
• Educate clients on essential financial topics such as business, investing, insurance, retirement, savings, and estate planning
• Guide clients in creating tailored financial plans that include budgeting, debt reduction, and retirement planning
• Identify growth opportunities through upselling and cross-selling while ensuring high client satisfaction

What You Need

• Be 18 years or older and a U.S. citizen
• Pass a background check
• Possess strong verbal and written communication skills
• Obtain or have a Life Producer license within two weeks
• Familiarity with CRM systems and reporting skills
• Analytical abilities to interpret account health metrics

What We Value

• Experience in customer service, leadership, and management
• A background in education, coaching, military, or elite athletic environments
• Self-motivated individuals with entrepreneurial spirits and a passion for assisting others
• Advanced negotiation and technical troubleshooting skills

Why Work with Us?

As a part-time Assets Manager, you'll play a pivotal role in making financial literacy and security accessible for everyone. We can't wait to see how you contribute to our mission and help us achieve outstanding results!

Apply today and let's embark on this exciting journey together!