[Remote] Remote Sales Representative

Note: The job is a remote job and is open to candidates in USA. GFI Team Ikigai is seeking a part-time Lead Associate to help address financial illiteracy and make a positive impact in communities. The role involves serving as a key contact for clients, developing customized financial plans, and providing support to ensure client satisfaction.ResponsibilitiesServe as a key contact and liaison for clients to ensure their total satisfactionInteract with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous mannerShare financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financiallyWork with clients to develop customized financial plans that fit their unique needs and goalsHelp clients understand their financial situation and provide expert advice on how to improve itGuide and support clients from budgeting and debt reduction to investing and retirement planningThink creatively and work collaboratively with a team of like-minded individuals who share your passion for making a differenceHave your ideas and contributions valued and recognized, with opportunities for personal and professional growthSkillsMust pass a background check18 Years or olderU.S. citizenMust have a drive, passion and desire to help people!Customer service, leadership and management backgrounds are preferredEducation/Coaching/Military/Elite Athlete backgrounds are a great fit, but not required!Financial skills/knowledge not requiredEntrepreneurially-minded + self-motivatedLeadership developmentBenefits100% remote and provides the online tools and in-house training you need to be successfulTraining/Coaching includedPersonally customized schedulingLeadership developmentEducation/Coaching/Military/Elite Athlete backgrounds are a great fit, but not required!Your training is provided in both group and individual settingsAll professionals on our platform have access to the training necessary to learn what it takes to be successfulOur system is education focused; experienced brokers and business mentors are here to help youWe offer access to those that are looking to create a full-time career or one that is part time to earn additional incomeCompany 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.