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About GFI IkigaiAt 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: Lead Associate We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a full-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales 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 <ul><li>Flexible scheduling with personalized customization </li><li>100% remote position with comprehensive online tools and training </li><li>Leadership development opportunities </li><li>Competitive compensation ($75,000 - $100,000 full-time), with advancement and earning potential based on personal goals</li></ul>Lead Associate Daily Responsibilities <ul><li>Serve as the Lead Associate and key contact for clients, ensuring their total satisfaction </li><li>Interact with clients and associates, providing timely, professional, and courteous support </li><li>Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning </li><li>Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning </li><li>Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction</li><li>NO Cold Calling, NO Door Knocking</li></ul>Requirements of the Lead Associate Role <ul><li>18 years or older and a U.S. citizen </li><li>Pass a background check </li><li>Strong verbal and written communication and customer relationship management skills </li><li>Must have or obtain within first 2 weeks a Life Producer license</li><li>Familiarity with CRM systems (e.g., Salesforce) and basic reporting </li><li>Ability to interpret account health metrics and prepare concise summaries </li><li>Experience or aptitude for identifying expansion opportunities</li></ul>Additional Qualifications <ul><li>Preferred backgrounds include customer service, leadership, and management </li><li>Education, coaching, military, or elite athlete backgrounds are a great fit! </li><li>Entrepreneurially-minded, self-motivated, and desire to grow and help people </li><li>Advanced negotiation techniques or technical troubleshooting skills may be beneficial</li></ul>Join us as a Lead Associate 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!

Lead Associate - Full time

Are you willing to undergo a background check, in accordance with local law/regulations?

Are you comfortable working in a remote setting? 

Are you a citizen or legal permanent resident of the US?

This is a 1099 position.  Select “Yes” to acknowledge

On a scale of 1-10, how often do you think about starting your own business? (1=Never, 10= Constantly)

If you were to explore a new venture, what are the top 3 things you’d want it to provide?

I'm dissatisfied with my current career path

I'm dissatisfied with my current income level

I believe in taking responsibility for my life and growth

I've been putting off this change for too long and need to take the leap

I'm just looking to make some extra income and try out a new role

What is the main reason you are considering making a change right now instead of later?

I've always outworked and outperformed my colleagues

I was in the military which has prepared me for anything

I am always the go-to person in professional and personal settings

What is one trait or experience you have that would make you a strong fit for a high accountability, performance-driven environment?

Do you have any experience in sales, leadership, athletics, military, coaching, or entrepreneurship? 

Lead Associate - Full time

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