[Remote] Financial Services Consultant- Part time/remote

Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to combating financial illiteracy and positively impacting communities worldwide. They are seeking a driven individual to join as a Financial Services Consultant, responsible for managing client accounts, providing exceptional service, and developing customized financial plans. This part-time, remote role focuses on client satisfaction and relationship-driven sales.ResponsibilitiesServe as a part-time Financial Services Consultant and key contact for clients, ensuring their total satisfactionInteract with clients and associates, providing timely, professional, and courteous supportShare financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planningDevelop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planningGrow account value through upsell and cross-sell opportunities and maintain high client satisfactionSkills18 years or older and a U.S. citizenPass a background checkStrong verbal and written communication and customer relationship management skillsMust have or obtain within first 2 weeks a Life Producer licenseExperience or aptitude for identifying expansion opportunitiesPreferred backgrounds include customer service, leadership, and managementEntrepreneurially minded, self-motivated, and a desire to grow and help peopleAdvanced negotiation techniques or technical troubleshooting skills may be beneficialBenefitsFlexible scheduling with personalized customization100% remote position with comprehensive online tools and trainingLeadership development opportunitiesCompetitive compensation, with advancement and earning potential based on personal goalsCompany 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.