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You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.

YEAR

About GFI IkigaiAt 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 AdvocateWe 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<ul><li>Flexible schedule tailored to your lifestyle</li><li>100% remote work with access to comprehensive online tools and training</li><li>Opportunities for leadership development</li><li>Competitive compensation between $30,000 - $50,000 annually (part-time), with ample advancement and earning potential</li></ul> Key Responsibilities<ul><li>Act as a primary contact for clients, ensuring satisfaction and account growth</li><li>Offer professional and supportive interactions with clients and associates</li><li>Educate clients about financial concepts like business investment, insurance protection, and estate planning</li><li>Design tailored financial plans, assisting clients with budgeting, debt reduction, and retirement planning</li><li>Enhance account value via upselling and cross-selling opportunities</li><li>No cold calling or door knocking required.</li></ul> Required Qualifications<ul><li>Aged 18 or older and a U.S. resident</li><li>Successful background check completion</li><li>Strong communication skills (both verbal and written) and customer relationship management</li><li>Life Producer license (or willingness to obtain within first 2 weeks)</li><li>Proficiency in CRM systems such as Salesforce and basic reporting</li></ul> Preferred Experience<ul><li>Background in customer service, leadership, or management</li><li>Experience in education, coaching, military, or as an elite athlete</li><li>Entrepreneurially-minded with self-motivation and a passion for helping others</li><li>Skills in negotiation or technical troubleshooting are a plus</li></ul> 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!

GFI-Team Ikigai

Financial Literacy Advocate - Part Time

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

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Financial Literacy Advocate - Part Time GFI-Team Ikigai

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