Note: The job is a remote job and is open to candidates in USA. GFI Ikigai is dedicated to combating financial illiteracy and positively impacting communities worldwide. They are seeking a driven individual to join as a Financial Services Consultant, responsible for managing client accounts, providing exceptional service, and developing customized financial plans. This part-time, remote role focuses on client satisfaction and relationship-driven sales.

Responsibilities

• Serve as a part-time Financial Services Consultant and key contact for clients, ensuring their total satisfaction
• Interact with clients and associates, providing timely, professional, and courteous support
• Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
• Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
• Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction

Skills

• 18 years or older and a U.S. citizen
• Pass a background check
• Strong verbal and written communication and customer relationship management skills
• Must have or obtain within first 2 weeks a Life Producer license
• Experience or aptitude for identifying expansion opportunities
• Preferred backgrounds include customer service, leadership, and management
• Entrepreneurially minded, self-motivated, and a desire to grow and help people
• Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation, with advancement and earning potential based on personal goals

Company Overview