Family Services Advisor
About the role
Welcome to GFI Ikigai, the place where ambition meets compassion, and where every family is empowered with the knowledge and resources needed to create a confident and secure future. Our mission is about more than just guidance; it's about inspiring individuals and families to make life-changing decisions that align with their dreams. We cultivate an energizing work environment that fosters growth and allows our team to leave a lasting impact on the lives of others.
As a Family Services Advisor, you'll illuminate the path for individuals and families, guiding them through pivotal decisions about their savings, investments, protection plans, and more. Far from your usual advisory role, this is a rare opportunity to educate, inspire, and engage in life's journey with those you serve. Whether you come from a background in education, healthcare, customer service, or another people-centered field, your innate ability to communicate and empathize sets you apart as a star in this role. Enjoy the harmony of remote work, flexible schedules, and an environment that champions personal and professional growth.
Responsibilities
- Forge genuine, enduring relationships with families and individuals
- Understand each client's unique dreams and goals
- Educate them about diverse protection, savings, and investment options
- Spot opportunities to enhance their plans
- Clarify complex concepts with kindness and understanding
- Provide continuous, heartfelt support as their needs evolve
- Keep records smooth and seamless with CRM technology
- Collaborate with your team to offer outstanding service and support
- Identify and present complementary solutions to enhance their plans
Requirements
- People enthusiasts — you love connecting and assisting others
- Exceptional communicators — you share ideas with clarity and confidence
- Master listeners — you understand before leading
- Curious learners — eager to grow and learn every day
- Organized — managing client info with style
- Self-driven — independent and committed to your goals
- Dependable professionals — caring with integrity in all you do
- Passionately driven — focused on making a positive impact
- Experience in customer service, sales, education, or related fields is invaluable
- Willingness to earn the Life Producer license (extensive training provided)
Benefits
- Remote work with flexible schedules for better work-life balance
- Comprehensive training and professional development
- Leadership and growth opportunities
- Career focused on relationships and service
- Competitive compensation with growth potential
- Make meaningful differences in the lives of families