Background Investigation, Budgeting, Coaching, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Customer Training, Estate Planning, Financial Literacy, Financial Planning, Identify Issues, Insurance, Leadership, Literacy, Military, Negotiation Skills, Online Training, Presentation/Verbal Skills, Process Improvement, Remote Access, Retirement Planning, Salesforce.com, Work From Home, 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: Financial Literacy Advocate
We are on the lookout for a passionate and driven individual to join our team as a Financial Literacy Advocate on a part-time basis. In this role, you will be responsible for empowering clients with essential financial knowledge and skills. You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. If you're enthusiastic about helping others and driving positive change, this role may be perfect for you!
Benefits
- Flexible schedule tailored to your lifestyle
- 100% remote work with access to comprehensive online tools and training
- Opportunities for leadership development
- Competitive compensation between $30,000 - $50,000 annually (part-time), with ample advancement and earning potential
Key Responsibilities
- Act as a primary contact for clients, ensuring satisfaction and account growth
- Offer professional and supportive interactions with clients and associates
- Educate clients about financial concepts like business investment, insurance protection, and estate planning
- Design tailored financial plans, assisting clients with budgeting, debt reduction, and retirement planning
- Enhance account value via upselling and cross-selling opportunities
- No cold calling or door knocking required.
Required Qualifications
- Aged 18 or older and a U.S. resident
- Successful background check completion
- Strong communication skills (both verbal and written) and customer relationship management
- Life Producer license (or willingness to obtain within first 2 weeks)
- Proficiency in CRM systems such as Salesforce and basic reporting
Preferred Experience
- Background in customer service, leadership, or management
- Experience in education, coaching, military, or as an elite athlete
- Entrepreneurially-minded with self-motivation and a passion for helping others
- Skills in negotiation or technical troubleshooting are a plus
Join us today as a Financial Literacy Advocate and help make financial independence and literacy a reality for everyone. We are excited to consider your application and discuss how we can achieve success side by side!