Lead Associate - Empower Clients And Drive Success (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: Lead Associate - Empower Clients and Drive Success (Part-Time)
Are you passionate about helping others achieve financial independence and personal growth? Join the GFI Ikigai family as a Lead Associate, where your role combines customer service, financial education, and relationship-driven sales. In this part-time position, you will manage a portfolio of client accounts, acting as their trusted advisor and go-to point of contact. If you thrive in a dynamic, remote environment and are eager to help make a difference, this opportunity might be the perfect fit 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
What You'll Do Each Day
- Serve as a passionate Lead Associate and key contact for clients, ensuring their total satisfaction
- Engage with clients and associates, offering timely, professional, and courteous support
- Provide financial education on business, investment, insurance, retirement, savings, and estate planning
- Develop personalized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Enhance account value through upsell and cross-sell opportunities while maintaining high client satisfaction
- NO Cold Calling, NO Door Knocking
What We're Looking For
- A minimum age of 18 years and must be a U.S. citizen
- Completion of a background check
- Strong verbal and written communication along with outstanding customer relationship management skills
- Possession or willingness to obtain a Life Producer license within the first two weeks
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills
- Capability to interpret account health metrics and prepare concise summaries
- Experience or enthusiasm for identifying growth opportunities
Additional Qualifications
- Backgrounds in customer service, leadership, and management are advantageous
- Education, coaching, military, or elite athlete backgrounds are well-suited!
- Entrepreneurially-minded, self-motivated, and enthusiastic about growth and helping people
- Advanced negotiation techniques or technical troubleshooting skills are a plus
Become a part of our mission as a part-time Lead Associate at GFI Ikigai and help make financial literacy and security attainable for everyone. We eagerly await your application and the chance to achieve remarkable results together!
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
