Financial Representative

Company Description Insight Genesis - IGAi is an AI-driven platform that uses advanced predictive algorithms to understand human behavior and generate personalized, data-backed insights. The company focuses on improving access to tailored guidance across finance, career, education, and health, especially for individuals in emerging and unbanked markets. By connecting data, behavior, and predictive AI, Insight Genesis creates an intelligent ecosystem that replaces generic advice with context-aware recommendations. The platform unifies four key verticals—financial services, human resources, education, and health and wellness—helping users make informed decisions at each stage of their life path. Team members contribute to a mission that aims to turn overwhelming data into clear, actionable direction for people worldwide.

Role Description The Financial Representative at Insight Genesis - IGAi is a full-time, remote role focused on guiding users through their financial journeys within the platform’s intelligent ecosystem. Day-to-day responsibilities include assessing user financial profiles, explaining tailored recommendations, and helping individuals understand options related to budgeting, savings, investments, retirement planning, and insurance. The role involves conducting needs-based financial assessments, clarifying AI-generated insights, and translating complex financial concepts into accessible, actionable guidance. The Financial Representative will collaborate with cross-functional teams to refine financial products and tools, contribute feedback to improve AI models, and support educational content that empowers users in unbanked and emerging markets. This role also includes maintaining accurate records, adhering to regulatory and compliance standards, and providing responsive, empathetic support through digital communication channels.

Qualifications

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• Strong knowledge of financial planning and retirement planning, with the ability to apply these skills to diverse individual circumstances.
• Experience in finance and investments, including explaining risk, returns, and portfolio options in clear, user-friendly terms.
• Understanding of insurance products and how they integrate into holistic personal financial strategies.
• Ability to interpret and communicate data-driven financial insights generated by AI tools and digital platforms.
• Excellent analytical, problem-solving, and client-facing communication skills, both written and verbal.
• Comfort working in a remote, technology-focused environment, using digital tools for collaboration and customer interaction.
• Prior experience serving unbanked or underserved populations, or strong interest in financial inclusion, is highly beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, CFA, insurance licenses) are a plus.