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.