[Remote] Personal Financial Educator

Note: The job is a remote job and is open to candidates in USA. GFI Team Ikigai is seeking a driven and ambitious individual to join their team as a Personal Financial Educator. This role involves managing a portfolio of client accounts, providing customer service, and developing customized financial plans while ensuring client satisfaction.ResponsibilitiesServe as a part-time Sales Representative 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 satisfactionNO Cold Calling, NO Door KnockingSkills18 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 licenseFamiliarity with CRM systems (e.g., Salesforce) and basic reportingAbility to interpret account health metrics and prepare concise summariesExperience or aptitude for identifying expansion opportunitiesPreferred backgrounds include customer service, leadership, and managementEducation, coaching, military, or elite athlete backgrounds are a great fit, but not required!Entrepreneurially-minded, self-motivated, and 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 opportunitiesCompany 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.