Lead Associate - Part Time

GFI Ikigai; Raleigh (NC); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible scheduling

100% remote position

Leadership development opportunities

Job summary

GFI Ikigai is looking for a dedicated Lead Associate to work part-time and manage client accounts from Raleigh, North Carolina. This fully remote role involves customer service, contract fulfillment, and relationship-driven sales, making financial literacy accessible to all. Applicants should have exceptional communication skills, a Life Producer license (or willingness to obtain), and a desire to help others. The position offers flexibility with competitive compensation ranging from $65,000 to $85,000 part-time, along with leadership development opportunities.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Ability to interpret account health metrics and prepare concise summaries.
• Pass a background check.

Responsibilities

• Serve as a part‑time Lead Associate and key contact for clients, ensuring their total satisfaction.
• Interact with clients and associates, providing timely, professional, and courteous support.
• Develop customized financial plans, guiding clients through budgeting and retirement planning.

Skills

Customer relationship management

Strong verbal and written communication

Financial planning knowledge

Negotiation techniques

Education

Life Producer license

Job description

About GFI Ikigai

At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in‑house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people.

About the Position: Lead Associate

We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a part‑time basis. This role combines customer service, contract fulfillment, and relationship‑driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you!

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation ($65,000 - $85,000 part‑time)

Lead Associate Daily Responsibilities

• Serve as a part‑time Lead Associate 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
• NO Cold Calling, NO Door Knocking

Requirements of the Lead Associate Role

• 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
• Ability to interpret account health metrics and prepare concise summaries

Additional Qualifications

• Preferred backgrounds include customer service, leadership, and management
• Education, coaching, military, or elite athlete backgrounds are a great fit!
• Entrepreneurially‑minded, self‑motivated, and desire to grow and help people
• Advanced negotiation techniques or technical troubleshooting skills may be beneficial

Join us as a part‑time Lead Associate and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!