[Remote] Client Success and Growth Associate - Part Time

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is committed to making financial literacy more accessible and empowering for everyone. As a Client Success and Growth Associate, you will serve as a key point of contact for clients, helping them understand their financial options and build customized strategies.ResponsibilitiesSupporting clients as their primary point of contactHelping Individuals UnderstandBudgetingDebt reductionRetirement planningInvestmentsInsurance protectionEstate planningCreating customized financial strategies based on client goalsProviding professional, timely, and friendly communicationBuilding long-term client relationships through trust and consistencyIdentifying opportunities to expand services where appropriateSkillsBe 18 years or olderBe a U.S. citizenPass a background checkHave strong written and verbal communication skillsBe comfortable using CRM systems and online toolsHave or obtain a Life Producer license within your first 2 weeksBe able to explain information clearly without sounding like a robot reading legal disclaimersSelf-motivatedCoachableOrganizedProfessionalGrowth-mindedComfortable talking with people from different backgroundsBenefitsRemote & FlexibleWork from anywhere with Wi-Fi and a reasonably stable internet connection. Build a schedule that works around your life -- not the other way around.Training IncludedWe provide online tools, mentorship, and development resources to help you grow confidently into the role.Growth OpportunitiesThis position can evolve into leadership and management opportunities for individuals who are driven, coachable, and ambitious.Company OverviewA financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them. It was founded in 2023, and is headquartered in Brentwood , MD, US, with a workforce of 11-50 employees. Its website is https://www.gfi-ikigai.com.