Client Specialist PTFT

GFI Team Ikigai; United States; Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote work

Customized scheduling

Comprehensive training

Job summary

A financial education company is seeking a Lead Associate to support clients through financial literacy and customized planning. This 100% remote position offers training in a supportive environment, valuing leadership qualities and integrity above prior financial experience. You'll interact with clients to develop tailored financial solutions and strategies, guiding them towards financial independence while working in a team-driven setting to make a positive community impact.

Qualifications

• Must have strong work ethic and integrity.
• No prior financial experience required, training provided.
• 18 years or older, U.S. citizen.
• No prior financial experience required.
• Strong work ethic, leadership potential and entrepreneurial spirit expected.

Responsibilities

• Serve as a key contact for clients to ensure satisfaction.
• Provide financial education and business strategies.
• Develop customized financial plans for clients.
• Collaborate with team to grow professionally and contribute ideas.

Skills

Customer service background

Leadership qualities

Self-motivated

Desire to help people

Job description

Now seeking an ambitious & driven individual to step into a role as a Lead Associate. We are 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 in-house training you need to be successful. For this reason, no prior financial experience is required. We are committed to on-boarding those with a strong work ethic, leadership qualities, 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.

Key Requirements

• 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/Elite Athlete backgrounds are a great fit!
• Must have a drive, passion and desire to help people!
• As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.

As a Lead 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.

Lead 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 will work with clients to develop customized financial plans that fit their unique needs and 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 will 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 and professionally.

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

Your training is provided in both group and 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; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a full-time career or one that is part time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!

We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

Let's Build an Army of Educators!!

NO data entry / Marketing / Analyst Roles / SALES REPS / TELEMARKETERS - We do not cold call nor go door to door.

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