Lead Associate

GFI-Team Ikigai • Santa Fe, NM

1d • Remote

About The Position

Now seeking a few ambitious & driven individuals to step into a part time or full time role. We're looking for candidates who want to make a positive impact in communities. As a part of our team, you will be working to solve one of the world's most pressing issues-financial illiteracy. We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work. This position is 100% remote and provides the online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to on-boarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit above all else. If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.

Requirements

• Must pass a background check
• 18 Years or older
• U.S. citizen
• Entrepreneurially-minded + self-motivated
• Must have a drive, passion and desire to help people!

Nice To Haves

• Customer service, leadership and management backgrounds are preferred
• Education/Coaching/Military backgrounds are a great fit!

Responsibilities

• Serve as a key contact and liaison for clients to ensure their total satisfaction.
• Interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner.
• Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially.
• Work with clients to develop customized financial plans that fit their unique needs & goals.
• Help clients understand their financial situation and provide expert advice on how to improve it.
• Guide and support clients through budgeting and debt reduction to investing and retirement planning.
• Think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference.

Benefits

• Training/Coaching included
• Personally customized scheduling
• Financial skills/knowledge not required
• Leadership development
• Advancement & Compensation are scalable based on personalized individual career goals!
• Training is provided in house both group & individual settings.
• All professionals on our platform have access to the training necessary to learn what it takes to be successful.
• Experienced mentors here to help you.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed