Financial Representative

About GFI Ikigai At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. About the Position: Financial Representative We are seeking a driven and ambitious individual to join our team as a Financial Representative. As a vital part of our team, the Financial Representative will be responsible for managing a portfolio of client accounts on a part-time basis or full time (biased on the schedule chosen). This role combines customer service, financial education, and relationship-driven support while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you! Benefits - Flexible scheduling - 100% remote position with comprehensive online tools and training - Leadership development opportunities - Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals Financial Representative Daily Responsibilities - Serve as a part-time representative and key contact for clients, ensuring their total satisfaction - Interact with clients and associates, providing timely, professional, and courteous support - Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning - Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning - Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction - NO Cold Calling, NO Door Knocking Requirements of the Financial Representative Role - 18 years or older and a U.S. citizen - Pass a background check - Strong verbal and written communication and customer relationship management skills - Must have or obtain within first 2 weeks a Life Producer license - Familiarity with basic reporting - Ability to interpret account health metrics and prepare concise summaries - Experience or aptitude for identifying expansion opportunities Additional Qualifications - Preferred backgrounds include customer service, leadership, and management - Education, coaching, military, or elite athlete backgrounds are a great fit! - Entrepreneurially-minded, self-motivated, and desire to grow and help people - Advanced negotiation techniques or technical troubleshooting skills may be beneficial Join us as a part-time Financial Representative and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!