Remote Part-Time Financial Planning & Client Success Lead
GFI Team Ikigai
14 days+
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Benefits offered by this job
Job summary
GFI Team Ikigai is seeking a motivated Lead Associate to manage client accounts part-time. This remote role involves customer service, contract fulfillment, and relationship-driven sales. You will educate clients on financial matters and develop customized plans while ensuring satisfaction. Strong communication and a Life Producer license are required. Join us in promoting financial literacy and craft meaningful relationships with clients in a flexible work environment. Competitive compensation ranges from $65,000 to $85,000 annually.
Qualifications
- 18 years or older and a U.S. citizen.
- Pass a background check.
- Ability to interpret account health metrics and prepare concise summaries.
Responsibilities
- Serve as a part-time Lead Associate and key contact for clients.
- Develop customized financial plans for clients.
- Grow account value through upsell and cross-sell opportunities.
Skills
Strong verbal and written communication
Customer relationship management
Negotiation techniques
Education
Life Producer license (must obtain within first 2 weeks)
Job description
GFI Team Ikigai is seeking a motivated Lead Associate to manage client accounts part-time. This remote role involves customer service, contract fulfillment, and relationship-driven sales. You will educate clients on financial matters and develop customized plans while ensuring satisfaction. Strong communication and a Life Producer license are required. Join us in promoting financial literacy and craft meaningful relationships with clients in a flexible work environment. Competitive compensation ranges from $65,000 to $85,000 annually.
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