About GFI Ikigai

At GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We provide online tools and in-house training for personal and professional growth, 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 member, you will manage a portfolio of client accounts part-time, combining customer service, contract fulfillment, and sales relationships while being the primary client contact. This role is perfect for someone eager to help others and make a difference.

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities
• Competitive compensation ($30,000 - $50,000 for part-time), with advancement and earning potential based on personal goals

Lead Associate Daily Responsibilities

• Serve as a part-time Lead Associate and key contact for clients, ensuring total satisfaction
• Provide timely, professional, and courteous support to clients and associates
• Share financial knowledge on business, investment, insurance, retirement, savings, and estate planning
• Customize financial plans for budgeting, debt reduction, investing, and retirement planning
• Grow account value and maintain client satisfaction through upsell and cross-sell opportunities
• NO Cold Calling, NO Door Knocking

Requirements of the Lead Associate Role

• Must be at least 18 years old and a U.S. citizen
• Pass a background check
• Strong verbal and written communication, and customer relationship management skills
• Must have or obtain a Life Producer license within the first 2 weeks
• Familiarity with CRM systems (e.g., Salesforce) and 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
• Backgrounds in education, coaching, military, or elite athletics are a great fit
• Entrepreneurially-minded, self-motivated, and desire to help people
• Advanced negotiation techniques or technical troubleshooting skills are beneficial

Objectives and Key Results (OKRs)

• Objective 1: Deliver consistent, high-quality execution of assigned projects and workstreams with 90% assigned milestones completed on schedule.
• Objective 2: Improve cross-functional coordination and information flow with 95% stakeholder attendance at weekly touchpoints.
• Objective 3: Increase operational efficiency by implementing at least two process improvements per year, reducing task cycle time by 20%.
• Objective 4: Strengthen external deliverable quality with 90% satisfaction ratings on delivered outputs and 100% compliance on external-facing deliverables.

Key Performance Indicators (KPIs)

• On-time delivery rate
• Quality compliance rate
• Stakeholder satisfaction score
• Process improvement adoption
• Escalation frequency
• Utilization consistency

Join Us

Join us as a part-time 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!