Remote Part-Time Lead Associate - Financial Planning

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

Benefits offered by this job

Flexible scheduling

Comprehensive online training

Leadership development opportunities

Job summary

GFI Ikigai is looking for a part-time Lead Associate in Greensboro, North Carolina. The role involves managing client accounts, providing financial education, and developing customized financial plans. Candidates must possess strong communication and customer relationship management skills and obtain a Life Producer license within the first two weeks. This remote position offers flexible scheduling and aims to help individuals achieve financial literacy and independence.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Strong communication skills required.
• Life Producer license must be obtained within first 2 weeks.

Responsibilities

• Serve as primary contact for clients, ensuring satisfaction.
• Provide financial education on various topics.
• Develop customized financial plans for clients.

Skills

Strong verbal and written communication

Customer relationship management

Negotiation techniques

Job description

GFI Ikigai is looking for a part-time Lead Associate in Greensboro, North Carolina. The role involves managing client accounts, providing financial education, and developing customized financial plans. Candidates must possess strong communication and customer relationship management skills and obtain a Life Producer license within the first two weeks. This remote position offers flexible scheduling and aims to help individuals achieve financial literacy and independence.