Personal Financial Educator

GFI-Team Ikigai • Westwego, LA

4d • Remote

About The Position

Join Our Team as a Personal Financial Educator at GFI Ikigai! Why Join Us? Step into a role where your work contributes to a brighter future for individuals and families. At GFI Ikigai, we believe in making every interaction meaningful. We're seeking spirited and proactive individuals to join us as Personal Financial Educators, playing a vital role in guiding people toward financial peace. Whether you're a veteran in the field or just embarking on your journey, we provide the right resources to excel.

Requirements

• Must be at least 18 years of age and a proud resident of the U.S.
• Have a computer or Chromebook with a camera for seamless communication.
• Pass a standard background check.
• Be eager to acquire a state financial/insurance license guided by our thorough support system!
• Possess excellent communication prowess, both verbal and written.

Nice To Haves

• No cold calls needed!
• Harness tools like Salesforce to boost overall client satisfaction.

Responsibilities

• Create heartfelt connections with individuals and families, understanding their aspirations, and guide them with tailor-made solutions.
• Design and present bespoke financial blueprints covering aspects from budgeting and debt reduction to investing and retirement planning.
• Identify pathways for extending policies and nurturing enduring client contentment.
• Keep your CRM data pristine and submit reports in a timely manner.

Benefits

• A schedule that's molded to fit the life you love living.
• Dive into the world of remote work with our state-of-the-art technology.
• With a rewarding commission structure, you'll see potential earnings of $65,000 to $85,000 part-time, all while rising to the challenge of your personal goals.
• Leap into leadership roles and watch your professional life reach new exhilarating heights!

What This Job Offers

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