Financial Services Consultant- Part time/remote

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 Services Consultant- PT

We are seeking a driven and ambitious individual to join our team as a Financial Services Consultant. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful 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, with advancement and earning potential based on personal goals

Financial Services Consultant Daily Responsibilities

Serve as a part-time Financial Services Consultant 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 Client Success Advocate 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

Experience or aptitude for identifying expansion opportunities

Additional Qualifications

Preferred backgrounds include customer service, leadership, and management

Entrepreneurially minded, self-motivated, and a desire to grow and help people

Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Join us as a part-time Financial Services Consultant 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!