Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is committed to making financial literacy more accessible and empowering for everyone. As a Client Success and Growth Associate, you will serve as a key point of contact for clients, helping them understand their financial options and build customized strategies.

Responsibilities

• Supporting clients as their primary point of contact
• Helping Individuals Understand
• Budgeting
• Debt reduction
• Retirement planning
• Investments
• Insurance protection
• Estate planning
• Creating customized financial strategies based on client goals
• Providing professional, timely, and friendly communication
• Building long-term client relationships through trust and consistency
• Identifying opportunities to expand services where appropriate

Skills

• Be 18 years or older
• Be a U.S. citizen
• Pass a background check
• Have strong written and verbal communication skills
• Be comfortable using CRM systems and online tools
• Have or obtain a Life Producer license within your first 2 weeks
• Be able to explain information clearly without sounding like a robot reading legal disclaimers
• Self-motivated
• Coachable
• Organized
• Professional
• Growth-minded
• Comfortable talking with people from different backgrounds

Benefits

• Remote & Flexible
• Work from anywhere with Wi-Fi and a reasonably stable internet connection. Build a schedule that works around your life -- not the other way around.
• Training Included
• We provide online tools, mentorship, and development resources to help you grow confidently into the role.
• Growth Opportunities
• This position can evolve into leadership and management opportunities for individuals who are driven, coachable, and ambitious.

Company Overview