What are the responsibilities and job description for the Family Security Planner position at GFI Team Ikigai?
Position Type: Part-Time / Full-Time
Location: 100% Remote (Work from Anywhere)
Compensation: Commission-Based (Scalable advancement based on your personalized career goals)
About GFI-Team Ikigai
At GFI-Team Ikigai, we are dedicated to helping individuals achieve financial independence and security through education and planning. We pride ourselves on creating a supportive and flexible environment where everyone can thrive. Our mission is to address financial illiteracy and make financial concepts accessible to all families, leading them to a secure and prosperous future.
About The Role Of Family Security Planner
We are seeking an ambitious, driven, and compassionate individual to step into the role of Family Security Planner. In this position, you will work to solve one of the community's most pressing issues: financial illiteracy. We pride ourselves on a commitment to excellence, helping families achieve peace of mind by making the concepts of financial independence and security accessible to everyone.
This role is 100% remote, giving you complete control over your schedule. We provide all the online tools, mentoring, and in-house training you need to build a successful career. Because our system is highly education-focused, no prior financial experience is required. We prioritize a strong work ethic, leadership qualities, integrity, and a genuine desire to help people above all else.
Key Responsibilities
Location: 100% Remote (Work from Anywhere)
Compensation: Commission-Based (Scalable advancement based on your personalized career goals)
About GFI-Team Ikigai
At GFI-Team Ikigai, we are dedicated to helping individuals achieve financial independence and security through education and planning. We pride ourselves on creating a supportive and flexible environment where everyone can thrive. Our mission is to address financial illiteracy and make financial concepts accessible to all families, leading them to a secure and prosperous future.
About The Role Of Family Security Planner
We are seeking an ambitious, driven, and compassionate individual to step into the role of Family Security Planner. In this position, you will work to solve one of the community's most pressing issues: financial illiteracy. We pride ourselves on a commitment to excellence, helping families achieve peace of mind by making the concepts of financial independence and security accessible to everyone.
This role is 100% remote, giving you complete control over your schedule. We provide all the online tools, mentoring, and in-house training you need to build a successful career. Because our system is highly education-focused, no prior financial experience is required. We prioritize a strong work ethic, leadership qualities, integrity, and a genuine desire to help people above all else.
Key Responsibilities
- Client Engagement: Connect directly with clients and associates to understand their financial needs and build long-term relationships based on trust and total satisfaction.
- Custom Financial Education: Share valuable knowledge and tailored strategies regarding budgeting, debt reduction, investments, savings, retirement, and insurance-based protection.
- Strategic Planning: Work collaboratively with clients to design customized financial plans that fit their unique family goals and long-term legacy dreams.
- No Cold Calling: Focus on educational outreach and warm connections--we do not cold call or go door-to-door.
- Team Collaboration: Engage with a supportive team of like-minded individuals and business mentors who are dedicated to your personal and professional growth.
- Comprehensive Training & Coaching: Group and individual training settings designed to teach you everything you need to know to be successful.
- Licensing Preparation Support: Complete guidance and study resources to help you successfully prepare for and obtain your required state licensing.
- Flexible Scheduling: Personally customized hours that fit your lifestyle, whether you want to build a full-time career or earn additional part-time income.
- Leadership Development: Opportunities to scale your career into leadership and mentorship roles as your business expands.
- Must be 18 years or older.
- U.S. citizenship is required.
- Must be able to pass a standard background check.
- Strong verbal and written communication skills.
- An entrepreneurial mindset, self-motivation, and a passion for serving others.
- Backgrounds in Education, Coaching, Military, Sports, or Customer Service are an excellent fit!
Salary : $50,000 - $100,000