Remote Part-Time Financial Literacy Advocate

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

Benefits offered by this job

Flexible schedule

100% remote work

Leadership development opportunities

Competitive compensation

Job summary

GFI Team Ikigai is seeking a passionate Financial Literacy Advocate to empower clients with essential financial knowledge on a part-time basis. This remote position allows flexibility, where you will manage client portfolios, design customized financial plans, and enhance client relationships.

The ideal candidate will possess strong communication skills and customer relationship management experience. Join us and help make financial independence a reality!

Qualifications

• Must be aged 18 or older and a U.S. resident.
• Completion of a successful background check is mandatory.
• Life Producer license or willingness to obtain it within two weeks.

Responsibilities

• Act as a primary contact for clients, ensuring satisfaction and account growth.
• Educate clients about financial concepts.
• Design tailored financial plans for clients.

Skills

Strong communication skills

Customer relationship management experience

Proficiency in CRM systems

Negotiation skills

Technical troubleshooting

Tools

Salesforce

Job description

GFI Team Ikigai is seeking a passionate Financial Literacy Advocate to empower clients with essential financial knowledge on a part-time basis. This remote position allows flexibility, where you will manage client portfolios, design customized financial plans, and enhance client relationships.

The ideal candidate will possess strong communication skills and customer relationship management experience. Join us and help make financial independence a reality!