Analysis Skills, Background Investigation, Budgeting, Coaching, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Customer Training, Develop and Maintain Customers, 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, Writing Skills
About GFI Ikigai
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!