What are the responsibilities and job description for the Lead Associate position at GFI Team Ikigai?
About GFI Ikigai
At 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 Associate
We 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 full-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!
Benefits
At 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 Associate
We 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 full-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!
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
- Competitive compensation ($75,000 - $100,000 full-time), with advancement and earning potential based on personal goals
- Serve as the Lead Associate and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- Ability to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
- Preferred backgrounds include customer service, leadership, and management
- Education, coaching, military, or elite athlete backgrounds are a great fit!
- Entrepreneurially-minded, self-motivated, and desire to grow and help people
- Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Salary : $75,000 - $100,000