Athletics, Budget Management, Coaching, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Customer Training, Estate Planning, Financial Literacy, Financial Planning, Identify Issues, Insurance, Leadership, Metrics, Military, Negotiation Skills, Online Training, Presentation/Verbal Skills, Reporting Skills, Retirement Planning, Salesforce.com, Time Management, United States Citizen, Up-Selling, Work From Home, Writing Skills
About GFI Ikigai
GFI Ikigai is dedicated to the mission of eliminating financial illiteracy and fostering positive changes in communities globally. We are proud of our dedication to excellence by offering online tools and in-house training that promote personal and professional growth. Our platform provides a variety of career paths, ensuring that financial independence is achievable for everyone.
About the Position: Client Services Lead Associate
GFI Ikigai is on the lookout for a motivated and enthusiastic individual to join our team as a Client Services Lead Associate. This key role focuses on managing client relationships and providing top-tier customer support. Operating on a part-time basis, you'll have the opportunity to contribute to our mission by handling a portfolio of client accounts with dedication to satisfaction, growth, and education in personal financial matters.
Benefits
- Enjoy a flexible schedule with options for personalized adjustments
- Completely remote work structure, supported by comprehensive online tools and training
- Opportunities for leadership development
- Earn competitive compensation of $30,000 - $50,000 annually on a part-time basis, with significant advancement and earning opportunities based on individual goals
Responsibilities
- Act as a Client Services Lead Associate and primary contact for clients, ensuring complete client satisfaction
- Provide professional, courteous, and timely support to clients and associates
- Educate clients on financial knowledge, including business, investments, insurance protection, retirement, savings, and estate planning
- Customization of financial plans with budgeting, debt reduction, investing, and retirement planning guidance
- Leverage upsell and cross-sell opportunities to enhance account value and satisfaction
Requirements
- 18 years or older and a U.S. citizen
- Must successfully pass a background check
- Excellent verbal and written communication skills, with proficiency in managing client relationships
- A Life Producer license is required within the first two weeks of employment
- Comfortable with CRM systems (e.g., Salesforce) and generating basic reports
- Capable of analyzing account health metrics and composing concise reports
- Experience or potential in identifying growth opportunities
Additional Qualifications
- Backgrounds in customer service, leadership, and management are preferred
- Experience in education, coaching, military, or elite athletics is advantageous
- Must be an entrepreneurial, self-driven individual eager to grow and make a positive impact
- Beneficial: Advanced negotiation skills or technical troubleshooting capabilities
Become a part of GFI Ikigai as a Client Services Lead Associate, helping to make financial literacy and security accessible to all. We welcome your application and are excited to explore how, together, we can accomplish outstanding results for our clients and communities!