Part-Time Remote Financial Literacy Advocate

GFI-Team Ikigai; Rapid City (SD); On-site; USD 30,000 - 50,000; Part time

Benefits offered by this job

Flexible schedule

100% remote work

Opportunities for leadership development

Competitive compensation

Job summary

GFI-Team Ikigai in Rapid City, South Dakota, is seeking a passionate individual for the part-time role of Financial Literacy Advocate. You will empower clients with essential financial knowledge and manage a diverse portfolio of client accounts.

This position offers a flexible schedule, 100% remote work, and a competitive compensation of $30,000 - $50,000 annually. Ideal candidates should communicate effectively and have a strong understanding of financial concepts.

Qualifications

• Must be 18 or older and a U.S. resident.
• Successful background check completion required.
• Proficient in CRM systems and basic reporting.

Responsibilities

• Act as primary contact for clients, ensuring satisfaction and account growth.
• Educate clients about financial concepts like business investment and retirement planning.
• Design tailored financial plans, assisting clients with budgeting and debt reduction.

Skills

Strong communication skills

Customer relationship management

Negotiation skills

Technical troubleshooting

Education

Life Producer license (or willingness to obtain)

Tools

Salesforce

Job description

GFI-Team Ikigai in Rapid City, South Dakota, is seeking a passionate individual for the part-time role of Financial Literacy Advocate. You will empower clients with essential financial knowledge and manage a diverse portfolio of client accounts.

This position offers a flexible schedule, 100% remote work, and a competitive compensation of $30,000 - $50,000 annually. Ideal candidates should communicate effectively and have a strong understanding of financial concepts.