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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: Financial Services Consultant- PT We are seeking a driven and ambitious individual to join our team as a Financial Services Consultant. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful difference, this could be the opportunity for you! Benefits Flexible scheduling with personalized customization 100% remote position with comprehensive online tools and training Leadership development opportunities Competitive compensation, with advancement and earning potential based on personal goals Financial Services Consultant Daily Responsibilities Serve as a part-time Financial Services Consultant 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 satisfactionNO Cold Calling, NO Door Knocking Requirements of the Client Success Advocate 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 Experience or aptitude for identifying expansion opportunities Additional Qualifications Preferred backgrounds include customer service, leadership, and management Entrepreneurially minded, self-motivated, and a desire to grow and help people Advanced negotiation techniques or technical troubleshooting skills may be beneficialJoin us as a part-time Financial Services Consultant 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!

Financial Services Consultant- Part time/remote

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? 

Financial Services Consultant- Part time/remote

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Experience & Education

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