Financial Literacy Advocate - Part Time
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Overview
Job Description
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!
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
