Family Planning Specialist
About the role
At GFI Ikigai, we believe every family deserves access to the knowledge, guidance, and resources needed to build a confident and secure future. Our mission is to help individuals and families become more informed and empowered when making important decisions about their future. Through personalized guidance, educational resources, and professional development, we help our clients better understand their options and create strategies that align with their unique goals, priorities, and stage of life. We are committed to creating an environment where our team members can grow professionally while making a meaningful difference in the lives of the families we serve. Make an Impact as a Family Planning Specialist: Are you passionate about helping people, building meaningful relationships, and making a positive impact in your community? As a Family Planning Specialist, you will serve as a trusted resource for individuals and families as they navigate important decisions surrounding protection, savings, retirement, investments, and long-term goals. This is more than a traditional client-service role. You'll have the opportunity to educate, listen, ask meaningful questions, and help families develop personalized strategies based on where they are today and where they hope to be tomorrow. Whether you're coming from education, healthcare, coaching, management, customer service, sales, or another people-focused profession, your ability to communicate, build trust, and genuinely care about others can make you successful in this role. This is a remote opportunity with flexible scheduling, professional training, and opportunities for continued growth.
Responsibilities
- Build genuine, long-term relationships with individuals and families
- Learn about each family's goals, priorities, and unique circumstances
- Educate clients about available protection, savings, investment, and retirement solutions
- Help families identify potential gaps and opportunities within their current plans
- Develop personalized strategies designed around each client's goals
- Simplify complex concepts and make them easier for clients to understand
- Provide ongoing support and guidance as clients' needs evolve
- Maintain accurate client information and documentation using CRM technology
- Follow up with clients and cultivate lasting professional relationships
- Collaborate with your team to provide a high level of service and support
- Identify opportunities to introduce clients to additional solutions that may complement their overall plan
Requirements
Candidates must be willing to obtain a Life Producer license within the required timeframe. No previous experience in financial services is required for the right candidate.
Qualifications
Experience in education, coaching, management, customer service, sales, nonprofit work, healthcare, military service, or other relationship-based fields can be especially valuable.
Skills
- People-centered - You genuinely enjoy helping and connecting with others
- Great communicators - You can explain information clearly and confidently
- Good listeners - You take the time to understand before offering solutions
- Growth-minded - You're open to learning new skills and expanding your knowledge
- Organized - You can manage client information, follow-ups, and responsibilities effectively
- Self-motivated - You can work independently while remaining accountable to your goals
- Professional and trustworthy - You understand the importance of handling client relationships with care and integrity
- Purpose-driven - You're motivated by the opportunity to positively impact individuals, families, and communities
Benefits
- Remote work environment
- Comprehensive training and professional development
- Leadership development opportunities
- A relationship-focused career path
- Opportunities for professional and personal growth
- Competitive compensation with opportunities for advancement
- The opportunity to make a meaningful difference in the lives of individuals and families
Pay
Competitive compensation with opportunities for advancement.
Schedule
Flexible scheduling designed to support work-life balance.