Remote Part-Time Lead Associate - Financial Planning

GFI Ikigai; North Charleston (SC); On-site; USD 65,000 - 85,000; Part time

Benefits offered by this job

Flexible scheduling

Remote position with online tools

Leadership development opportunities

Competitive compensation

Job summary

GFI Ikigai is looking for a part-time Lead Associate in North Charleston, SC to support client accounts and promote financial literacy. The role involves no cold calling and allows for flexible scheduling. Candidates should possess strong communication skills and a Life Producer license or be willing to obtain one. This remote position offers competitive compensation between $65,000 - $85,000 per year and opportunities for leadership development.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Ability to pass a background check.
• Strong interpersonal skills to interact with clients.

Responsibilities

• Manage a portfolio of client accounts to ensure satisfaction.
• Educate clients on financial knowledge including investments and estate planning.
• Develop customized financial plans tailored to clients' needs.

Skills

Strong verbal communication

Customer relationship management

Negotiation techniques

Education

Life Producer license

Job description

GFI Ikigai is looking for a part-time Lead Associate in North Charleston, SC to support client accounts and promote financial literacy. The role involves no cold calling and allows for flexible scheduling. Candidates should possess strong communication skills and a Life Producer license or be willing to obtain one. This remote position offers competitive compensation between $65,000 - $85,000 per year and opportunities for leadership development.