Background Investigation, Budgeting, Coaching, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Debt Management, Entrepreneurship, Financial Literacy, Financial Planning, Insurance, Leadership, Metrics, Military, Negotiation Skills, Online Training, Power Amplifier, Presentation/Verbal Skills, Problem Solving Skills, Reporting Skills, Retirement Planning, Revenue Growth, Sales Management, Salesforce.com, Strategic Planning, United States Citizen, Up-Selling
Job Title: Client Liaison - Part Time at GFI Team Ikigai
About GFI Team Ikigai
At GFI Team Ikigai, we're driven by a vibrant mission to revolutionize financial literacy and uplift communities globally. We're at the forefront of providing exceptional online tools and exclusive training that cultivate both personal growth and professional triumph. Our platform enables diverse career journeys, making financial freedom a delightful reality for many!
About the Position: Irresistible Client Liaison
We're on the lookout for a dynamic and passionate individual to step into the role of Client Liaison. This part-time opportunity is a linchpin within our client engagement team, tasked with managing a portfolio of client accounts with flair and finesse. If you possess a keen sense of service, a knack for relationship-driven sales, and a zest to make an impact, this enticing role is crafted just for you!
Benefits
- Craft-your-day flexible schedule that complements your lifestyle
- 100% remote role with top-notch, state-of-the-art online tools and training
- Leadership development pathways that catapult your career dream
- Competitive part-time pay ($65,000 - $85,000), with room for exciting growth
Primary Responsibilities
- Be the essential contact gemstone for clients, ensuring their advancement and satisfaction
- Effectively connect and communicate with clients and colleagues, maintaining professionalism and charm
- Empower clients with knowledge on financial topics such as investments, insurance, and savings
- Design bespoke financial plans, assisting clients with budgeting, debt management, and retirement planning
- Strategically create opportunities to amplify account value through upselling and cross-selling, while enhancing client delight
Requirements
- Maturity (18+) and a U.S. citizenship a must
- Completion of a background check
- Mastery in effective verbal and written communication
- Obtain Life Producer license within two weeks of joining
- Skilled with CRM systems like Salesforce and adept at generating insightful reports
- Proficient at discerning account health metrics and crafting succinct summaries
- Experience spotting potential growth opportunities
Preferred Qualifications
- Backgrounds in customer service, leadership, or management are hot
- Experience in education, coaching, military, or as a former elite athlete is valued
- An entrepreneurial spirit, driven self-starter, and a fervent desire to assist people
- Advanced negotiation prowess or technical problem-solving skills are a plus
Step into the thrilling world of GFI Team Ikigai as a Client Liaison. Be part of an exhilarating journey that makes financial literacy accessible to everyone. Let's achieve remarkable success together!