Remote Associate

GFI-Team Ikigai•Boston, MA

5d•Remote

About The Position

Join Us as a Remote Associate at Global Financial Impact! 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.