Personal Financial Educator

About the role

The Exciting Role: Personal Financial Educator

Join Us as a Personal Financial Educator at GFI Ikigai!

GFI Ikigai is a forward-thinking company passionate about empowering individuals and businesses through financial education. We're not just about numbers; we're about inspiring growth and innovation, helping our team and clients to thrive in every financial endeavor.

Responsibilities

• Ensure unparalleled satisfaction through engaging and supportive interactions as a Sales Representative and key client contact.
• Deliver financial wisdom, covering topics from investment to estate planning.
• Create customized financial plans for clients, offering guidance through budgeting, debt reduction, and retirement planning.
• Boost account values with upsell and cross-sell opportunities.

Requirements

• Aged 18+ and a U.S. citizen (background check required).
• Obtain a Life Producer license within two weeks.
• Working knowledge of CRM systems or willingness to learn.
• Background in customer service, education, coaching, military, or sports is a plus!

Qualifications

• A vibrant personality with strong communication skills.

Skills

• Exceptional customer service skills.
• Strong sales and relationship-building abilities.
• Knowledge of financial products and services.

Benefits

Flexible Schedule

Remote Freedom

Leadership Development

Attractive Compensation: $30,000 - $50,000 part-time, with further advancement and earning potential based on personal goals.

Pay

$30,000 - $50,000 part-time

Schedule

Part-time