Remote Part-Time Financial Planning Lead

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

Benefits offered by this job

Flexible scheduling

100% remote position

Comprehensive online tools and training

Leadership development opportunities

Job summary

GFI Team Ikigai is seeking a part-time Lead Associate to manage client portfolios and provide exceptional customer support. This remote role requires strong communication skills, a U.S. citizenship, and the ability to obtain a Life Producer license. Your responsibilities will include guiding clients through financial planning, upselling opportunities, and ensuring high satisfaction without cold calling. Join us to help make financial literacy accessible to all and fulfill your potential within a supportive team environment.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Pass a background check.
• Strong verbal and written communication skills required.
• Must obtain a Life Producer license within the first 2 weeks.
• Familiarity with CRM systems and basic reporting is necessary.
• Ability to interpret account health metrics.

Responsibilities

• Serve as a part-time Lead Associate and key contact for clients.
• Interact with clients and provide professional support.
• Share financial knowledge and educate clients.
• Develop customized financial plans for clients.
• Grow account value through upselling opportunities.
• No cold calling or door knocking involved.

Skills

Customer relationship management

Strong communication skills

Financial knowledge

Ability to identify expansion opportunities

Education

Customer service, leadership, or management background

Life Producer license

Tools

CRM systems (e.g., Salesforce)

Job description

GFI Team Ikigai is seeking a part-time Lead Associate to manage client portfolios and provide exceptional customer support. This remote role requires strong communication skills, a U.S. citizenship, and the ability to obtain a Life Producer license. Your responsibilities will include guiding clients through financial planning, upselling opportunities, and ensuring high satisfaction without cold calling. Join us to help make financial literacy accessible to all and fulfill your potential within a supportive team environment.