Remote Client Specialist

GFI-Team Ikigai; Albuquerque (NM); Remote; USD 35,000 - 60,000; Part time

Job summary

GFI-Team Ikigai is seeking ambitious individuals for part-time or full-time roles to help alleviate financial illiteracy. This 100% remote position provides in-house training and online tools.

No prior financial work experience is required; we value integrity, perseverance, entrepreneurial spirit, and a strong work ethic. As an Associate, you will liaise with clients and associates, share financial knowledge, and help develop personalized plans across budgeting, investments, retirement, and

Qualifications

• Must be 18 years or older.
• U.S. citizen.
• No prior financial work experience required.
• Background check required.
• Remote work readiness and ability to manage own schedule.

Responsibilities

• Serve as a key contact and liaison for clients to ensure total satisfaction.
• Share financial knowledge, education, and strategies for budgeting, investments, insurance, retirement, and estate planning.
• Develop customized financial plans that fit clients' needs and goals.

Skills

Strong work ethic

Integrity

Perseverance

Entrepreneurial spirit

Leadership

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!