Family Advisor - Part Time

GFI-Team IkigaiWashington, DC
Remote

About The Position

Welcome to GFI Ikigai: Your Path to Financial Empowerment! At GFI Ikigai, we're more than just a companywe're a movement! We're flipping the script on financial literacy and sparking a positive revolution in communities everywhere. With cutting-edge online tools and dynamic in-house training, we pave the way for both personal and professional growth, crafting career opportunities that bring financial freedom within reach for everyone. Position: Family Advisor - Part Time Get ready to dive into an exciting new adventure as a Family Advisor! We're scouting for enthusiastic, compassionate individuals ready to make real-world impacts, one family at a time. You'll be the trusted voice guiding our clients towards financial stability and peace of mind, using your flair for communication and relationship-building in a role where every interaction makes a difference.

Requirements

  • U.S. citizens age 18+ with a sparkling clean background
  • Brilliant communicators and relationship builders ready to make a mark
  • Eager learners willing to secure a Life Producer license within two weeks (Access is granted to Pre-Licensing course)
  • Data-savvy individuals who interpret and relay account metrics with ease

Nice To Haves

  • Customer service, leadership, or management experiences that light up your resume
  • Backgrounds in education, coaching, military, or elite athletics are gold stars
  • Entrepreneurial spirits driven by passion and the power of community impact
  • Negotiation and technical troubleshooting wizards step to the front!

Responsibilities

  • Be the heart and soul of our client relationships, ensuring families feel valued and satisfied
  • Communicate with empathy and professionalism, offering timely, supportive service
  • Demystify financial concepts, from investments and estate management to retirement planning
  • Craft personalized financial blueprints that help families conquer budgets, navigate debt, and prepare for the future
  • Weave stronger client ties through strategic upselling and cross-selling, maintaining stellar satisfaction rates

Benefits

  • Flexibility like never before with a work-life setup that vibes with your style
  • Meaningful work from wherever you feel most productive, using our state-of-the-art remote tools
  • Leadership development pathways to turbocharge your career growth
  • Annual commission ranging from $65,000 - $85,000, with the opportunity to make more once trained and equipped
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