[Remote] Remote Sales Representative

Note The job is a remote job and is open to candidates in USA. GFI Team Ikigai is seeking a part-time Lead Associate to help address financial illiteracy and make a positive impact in communities. The role involves serving as a key contact for clients, developing customized financial plans, and providing support to ensure client satisfaction. Responsibilities Serve as a key contact and liaison for clients to ensure their total satisfaction Interact with clients & associates you are directly responsible for on an ongoing basis, providing support needed in a timely, professional and courteous manner Share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially Work with clients to develop customized financial plans that fit their unique needs and goals Help clients understand their financial situation and provide expert advice on how to improve it Guide and support clients from budgeting and debt reduction to investing and retirement planning Think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference Have your ideas and contributions valued and recognized, with opportunities for personal and professional growth Skills Must pass a background check 18 Years or older U.S. citizen Must have a drive, passion and desire to help people! Customer service, leadership and management backgrounds are preferred Education/Coaching/Military/Elite Athlete backgrounds are a great fit, but not required! Financial skills/knowledge not required Entrepreneurially-minded + self-motivated Leadership development Benefits 100% remote and provides the online tools and in-house training you need to be successful Training/Coaching included Personally customized scheduling Leadership development Education/Coaching/Military/Elite Athlete backgrounds are a great fit, but not required! Your training is provided in both group and individual settings All professionals on our platform have access to the training necessary to learn what it takes to be successful Our system is education focused; experienced brokers and business mentors are here to help you We offer access to those that are looking to create a full-time career or one that is part time to earn additional income 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...