Background Investigation, Budgeting, Coaching, Cross-Functional, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Estate Planning, Financial Literacy, Financial Planning, Identify Issues, Insurance, Leadership, Metrics, Military, Negotiation Skills, Online Training, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Quality Metrics, Retirement Planning, Revenue Growth, Sales Management, Salesforce.com, Status Reports, Time Management, United States Citizen, Up-Selling, Writing Skills
About GFI Ikigai
At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.
About the Position: Lead Associate
We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals
Lead Associate Daily Responsibilities
- Serve as a part-time Lead Associate and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
Requirements of the Lead Associate Role
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- Ability to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
Additional Qualifications
- Preferred backgrounds include customer service, leadership, and management
- Education, coaching, military, or elite athlete backgrounds are a great fit!
- Entrepreneurially-minded, self-motivated, and desire to grow and help people
- Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Primary Objectives and Key Results (OKRs)
- Objective 1: Ensure reliable execution of assigned program(s) and workstreams.
- KR 1.1: Complete 95% of assigned deliverables on or before agreed deadlines for each quarter.
- KR 1.2: Maintain documented runbooks and process maps for core activities with 90% completeness across required sections.
- Objective 2: Improve cross-functional coordination and communication.
- KR 2.1: Reduce average issue resolution time for operational blockers by 30% within two quarters.
- KR 2.2: Deliver weekly status reports to stakeholders with >98% on-time submission rate.
- Objective 3: Drive measurable quality and efficiency improvements.
- KR 3.1: Identify and implement at least three process improvements per year that reduce manual effort or error rates by a quantifiable margin.
- KR 3.2: Achieve error/defect rates below established thresholds (as defined per project) in 90% of monitored activities.
Key Performance Indicators (KPIs)
- On-time delivery rate: Percentage of assigned tasks/deliverables completed by committed date.
- Issue resolution lead time: Average hours/days from issue identification to closure for operational blockers.
- Process documentation completeness: Percent of required process documentation kept current and meeting minimum standards.
- Stakeholder satisfaction index: Aggregated feedback score from internal and external stakeholders on responsiveness and execution quality.
- Error/defect rate: Number of rework incidents or quality exceptions per reporting period for assigned activities.
- Improvement implementation rate: Number of identified improvements implemented and measured for impact per period.
Join us as a part-time Lead Associate and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!