Lead Associate - Part Time

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 AssociateWe 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 part-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!BenefitsFlexible scheduling with personalized customization100% remote position with comprehensive online tools and trainingLeadership development opportunitiesCompetitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goalsLead Associate Daily ResponsibilitiesServe as a part-time Lead Associate and key contact for clients, ensuring their total satisfactionInteract with clients and associates, providing timely, professional, and courteous supportShare financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planningDevelop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planningGrow account value through upsell and cross-sell opportunities and maintain high client satisfactionNO Cold Calling, NO Door KnockingRequirements Of The Lead Associate Role18 years or older and a U.S. citizenPass a background checkStrong verbal and written communication and customer relationship management skillsMust have or obtain within first 2 weeks a Life Producer licenseFamiliarity with CRM systems (e.g., Salesforce) and basic reportingAbility to interpret account health metrics and prepare concise summariesExperience or aptitude for identifying expansion opportunitiesAdditional QualificationsPreferred backgrounds include customer service, leadership, and managementEducation, coaching, military, or elite athlete backgrounds are a great fit!Entrepreneurially-minded, self-motivated, and desire to grow and help peopleAdvanced negotiation techniques or technical troubleshooting skills may be beneficialJoin 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!