Client Relations Associate - Remote

GFI-Team Ikigai; Tulsa (OK); Remote; USD 40,000 - 70,000; Part time

Job summary

GFI-Team Ikigai is seeking ambitious individuals for a part-time or full-time role focused on empowering communities by improving financial literacy. This 100% remote position provides online tools and in-house training, with no prior financial work experience required.

We value strong work ethic, integrity, perseverance, and an entrepreneurial spirit. As an Associate, you’ll support clients by sharing financial knowledge and creating tailored plans.

Qualifications

• Must pass a background check.
• 18 years or older.
• U.S. citizen.
• Training/Coaching included.
• Personally customized scheduling.
• Financial skills/knowledge not required.
• Leadership development.
• Entrepreneurially-minded + self-motivated.
• Education/Coaching/Military backgrounds are a great fit!
• Must have a drive, passion and desire to help people!

Responsibilities

• As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner.
• Associates 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.
• You'll work with clients to develop customized financial plans that fit their unique needs & goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it.
• From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.
• You'll be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference.
• Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally & professionally.

Skills

Customer service

Leadership

Management

Job description

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.

• - Customer service, leadership and management backgrounds are preferred
• - Must pass a background check
• - 18 Years or older
• - U.S. citizen
• - Training/Coaching included
• - Personally customized scheduling
• - Financial skills/knowledge not required
• - Leadership development
• - Entrepreneurially-minded + self-motivated
• - Education/Coaching/Military backgrounds are a great fit!
• - Must have a drive, passion and desire to help people!

As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner. Associates 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.

You'll work with clients to develop customized financial plans that fit their unique needs & goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.

You'll be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally & professionally.

Advancement & Compensation are scalable based on personalized individual career goals!

Your training is provided in house both group & individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused with experienced mentors here to help you.

Please reach out to us if you have any questions. We look forward to reviewing your application!