GFI Ikigai is on a mission to combat financial illiteracy and make a positive impact on communities worldwide. Our commitment to excellence is evident in the online tools and in-house training we provide for personal and professional growth. We support multiple career paths, making financial independence accessible to all.
About the Position: Client Services Representative - Part Time
Join GFI Ikigai as a Client Services Representative on a part-time basis. This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. This opportunity is perfect if you are passionate about assisting others and making a meaningful difference.
Benefits
Flexible scheduling with personalized customization
100% remote position with comprehensive online tools and training
Leadership development opportunities
Competitive compensation ($65,000 - $80,000 part-time), with room for personal advancement and earning based on goals
Key Responsibilities
Act as the key contact point for clients, ensuring total satisfaction in a part-time role
Provide timely, professional, and courteous support to clients and associates
Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning
Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning
Drive growth of account value through upselling and cross-selling opportunities while maintaining high levels of client satisfaction
Role Requirements
18 years or older and a U.S. citizen
Completion and passing of a background check
Strong verbal and written communication, with excellent customer relationship management skills
Must acquire or have a Life Producer license within the first two weeks
Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills
Analytical ability to interpret account health metrics and prepare concise summaries
Experience in identifying expansion opportunities
Preferred Qualifications
Backgrounds in customer service, leadership, and management are preferred
Experience in education, coaching, military, or elite athletic background is valuable
Self-motivated and entrepreneurially-minded with the desire to grow and assist others
Advanced negotiation techniques or technical troubleshooting skills can be advantageous
Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone. We look forward to receiving your application and exploring how we can achieve outstanding results together!