Personal Financial Educator
GFI-Team Ikigai
$65,000.00 - $85,000.00 per year
Join Our Team as a Personal Financial Educator at GFI Ikigai!
Why Join Us?
Step into a role where your work contributes to a brighter future for individuals and families. At GFI Ikigai, we believe in making every interaction meaningful. We're seeking spirited and proactive individuals to join us as Personal Financial Educators, playing a vital role in guiding people toward financial peace. Whether you're a veteran in the field or just embarking on your journey, we provide the right resources to excel.
The Exciting Perks Await!
- Flex-Your-Way: A schedule that's molded to fit the life you love living. Dive into the world of remote work with our state-of-the-art technology.
- Earn Big: With a rewarding commission structure, you'll see potential earnings of $65,000 to $85,000 part-time, all while rising to the challenge of your personal goals.
- Career Ascension: Leap into leadership roles and watch your professional life reach new exhilarating heights!
A Day in the Life
- Create heartfelt connections with individuals and families, understanding their aspirations, and guide them with tailor-made solutions.
- Design and present bespoke financial blueprintscovering aspects from budgeting and debt reduction to investing and retirement planning. The bonus? No cold calls needed!
- Harness tools like Salesforce to boost overall client satisfaction.
- Identify pathways for extending policies and nurturing enduring client contentment.
What Do We Expect From You?
- Must be at least 18 years of age and a proud resident of the U.S.
- Have a computer or Chromebook with a camera for seamless communication.
- Pass a standard background check.
- Be eager to acquire a state financial/insurance licenseguided by our thorough support system!
- Possess excellent communication prowess, both verbal and written.
Measure Success: Aim High
- Client Delight: Surpass satisfaction benchmarks such as NPS/CSAT.
- Smooth Sailing: Address and resolve issues quick as a flash, aligning with expectations.
- Drive Growth: Foster revenue retention and growth via exceptional service delivery.
- Flawless Management: Keep your CRM data pristine and submit reports in a timely manner.
Are You Ready for This Journey?
At GFI Ikigai, we're all about transforming financial solutions into engaging experiences that matter. If you're ready to leap into an adventure that defines futuresincluding your ownthen let's craft a promising tomorrow, together!
Education
GED
Experience
Entry-Level (1 - 3 years)
Job type
Part Time
Additional benefits
- Flexible Schedule