Personal Financial Educator
Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listed on 2026-06-30
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Sales
Join Us as a Personal Financial Educator at GFI Ikigai!
About GFI Ikigai
GFI Ikigai is a forward-thinking company passionate about empowering individuals and businesses through financial education. We're not just about numbers; we're about inspiring growth and innovation, helping our team and clients to thrive in every financial endeavor.
The Exciting Role:
Personal Financial Educator
Are you ready to transform lives through financial literacy? As a Personal Financial Educator at GFI Ikigai, you'll embark on a journey to guide our clients towards financial mastery. This part-time role combines exceptional customer service, contract fulfillment, and sales dynamism, placing you as a central figure in our clients' financial transformations. If you're a natural educator with a flair for relationships and sales, we'd love to have you on our team!
Why You'll Love Working With Us
- Flexible
Schedule:
Tailor your work to fit your lifestyle! - Remote Freedom:
Work from anywhere with comprehensive online tools and training. - Leadership Development:
Grow your skills with opportunities that expand your leadership capabilities. - Attractive Compensation:
Earn $30,000 - $50,000 part-time, with further advancement and earning potential based on personal goals.
Your Day-to-Day Adventures
- As a Sales Representative and key client contact, ensure unparalleled satisfaction through engaging and supportive interactions.
- Deliver financial wisdom, covering topics from investment to estate planning.
- Create customized financial plans for clients, offering guidance through budgeting, debt reduction, and retirement planning.
- Boost account values with upsell and cross-sell opportunities no cold calling, no door knocking!
What You Bring
- A vibrant personality with strong communication skills.
- Aged 18+ and a U.S. citizen (background check required).
- Obtain a Life Producer license within two weeks.
- Working knowledge of CRM systems or willingness to learn.
- Background in customer service, education, coaching, military, or sports is a plus!
If you are ready to inspire and be inspired, apply now and let's achieve excellence together at GFI Ikigai!
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