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[Remote] Client Success and Growth Associate - Part Time
Note The job is a remote job and is open to candidates in USA. GFI Ikigai is committed to making financial literacy more accessible and empowering for everyone. As a Client Success and Growth Associate, you will serve as a key point of contact for clients, helping them understand their financial options and build customized strategies. Responsibilities Supporting clients as their primary point of contact Helping Individuals Understand Budgeting Debt reduction Retirement planning Investments Insurance protection Estate planning Creating customized financial strategies based on client goals Providing professional, timely, and friendly communication Building long-term client relationships through trust and consistency Identifying opportunities to expand services where appropriate Skills Be 18 years or older Be a U.S. citizen Pass a background check Have strong written and verbal communication skills Be comfortable using CRM systems and online tools Have or obtain a Life Producer license within your first 2 weeks Be able to explain information clearly without sounding like a robot reading legal disclaimers Self-motivated Coachable Organized Professional Growth-minded Comfortable talking with people from different backgrounds Benefits Remote & Flexible Work from anywhere with Wi-Fi and a reasonably stable internet connection. Build a schedule that works around your life -- not the other way around. Training Included We provide online tools, mentorship, and development resources to help you grow confidently into the role. Growth Opportunities This position can evolve into leadership and management opportunities for individuals who are driven, coachable, and ambitious. Company Overview A financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them. It was founded in 2023, and is headquartered in Brentwood , MD, US, with a workforce of 11-50 employees. Its website is https//www.gfi-ikigai.com.
