Financial Literacy Advocate - Part Time
About The Position
Financial Literacy Advocate - Part Time. About GFI Ikigai At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. About the Position: Financial Literacy Advocate We are on the lookout for a passionate and driven individual to join our team as a Financial Literacy Advocate on a part-time basis. In this role, you will be responsible for empowering clients with essential financial knowledge and skills. You will manage a diverse portfolio of client accounts, delivering customized financial plans and fostering long-term client relations. If you're enthusiastic about helping others and driving positive change, this role may be perfect for you!
Requirements
- Aged 18 or older and a U.S. resident
- Successful background check completion
- Strong communication skills (both verbal and written) and customer relationship management
- Life Producer license (or willingness to obtain within first 2 weeks)
- Proficiency in CRM systems such as Salesforce and basic reporting
Nice To Haves
- Background in customer service, leadership, or management
- Experience in education, coaching, military, or as an elite athlete
- Entrepreneurially-minded with self-motivation and a passion for helping others
- Skills in negotiation or technical troubleshooting are a plus
Responsibilities
- Act as a primary contact for clients, ensuring satisfaction and account growth
- Offer professional and supportive interactions with clients and associates
- Educate clients about financial concepts like business investment, insurance protection, and estate planning
- Design tailored financial plans, assisting clients with budgeting, debt reduction, and retirement planning
- Enhance account value via upselling and cross-selling opportunities
Benefits
- Flexible schedule tailored to your lifestyle
- 100% remote work with access to comprehensive online tools and training
- Opportunities for leadership development
- Competitive compensation between $30,000 - $50,000 annually (part-time), with ample advancement and earning potential
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
