Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to combating financial illiteracy and positively impacting communities worldwide. They are seeking a driven individual to join as a Financial Services Consultant, responsible for managing client accounts, providing exceptional service, and developing customized financial plans. This part-time, remote role focuses on client satisfaction and relationship-driven sales.
Responsibilities
- Serve as a part-time Financial Services Consultant and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
Skills
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Experience or aptitude for identifying expansion opportunities
- Preferred backgrounds include customer service, leadership, and management
- Entrepreneurially minded, self-motivated, and a desire to grow and help people
- Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Competitive compensation, with advancement and earning potential based on personal goals
Company Overview
A 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.