Planning Specialist- Part Time
About The Position
Join Our Mission at GFI Ikigai! Are you ready to make a difference? At GFI Ikigai, we're not just a company; we're a movement on a mission to combat financial illiteracy across the globe. We empower diverse communities with the knowledge and tools they need for a bright financial future. Our training and career paths are designed to nourish your personal and professional growth while enhancing financial independence for everyone. Why You Should Be a Part of Us as a Financial Planning Specialist Are you a master of organization with a knack for strategizing within the financial sector? As a Planning Specialist, you'll be the genius designing efficient and effective financial plans for various client projects! Become a key player in an innovative team that excels in providing top-notch financial planning solutions, improving financial processes, and building meaningful relationships - everything designed to ensure our financial goals are met with precision and excellence. This could be YOUR chance to be the trailblazer that inspires innovation and efficiency in the world of finance!
Requirements
- Be 18 years or older and a proud U.S. citizen.
- Ready to excel in a background check!
- Master the art of strategic financial communication and fostering productive partnerships.
- Attain your Life Producer license within the first 2 weeks! We provide all the resources needed to study for and obtain your license!
- Eagerly spot and embrace new opportunities to enhance project outcomes with ease.
Nice To Haves
- An extensive background in leadership and customer service will be your cherry on top!
- Experiences from education, consulting, technology, or even a creative industry background are warmly welcomed.
- Possess an entrepreneurial spirit, a motivated mindset, and the drive to impact through innovation.
Responsibilities
- Be the architect of precise financial plans, ensuring projects reach their full potential.
- Deliver exceptional service with strategic and solution-oriented financial support for teams and associates.
- Share your planning expertise and guide teams through financial goal setting, resource management, and timeline development.
- Craft customized financial project plans, providing insightful guidance through task assignments, deadline management, resource estimation, and risk mitigation.
- Enhance value by identifying efficiency improvements and synergy opportunities without any on-site presence!
Benefits
- Design your own flexible schedule that adapts to your lifestyle!
- Be at the forefront of innovation with a fully remote position powered by state-of-the-art tools and training.
- Enhance your strategic financial capabilities and unlock new growth horizons.
- Compensation for this role is fully commission-based, with agents typically earning between $65,000-$85,000 in their first year and uncapped earning potential thereafter.
- Receive comprehensive training to perfect your craft and excel in your role.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
