About GFI Ikigai
At GFI Ikigai, we are committed to tackling financial illiteracy and fostering positive impacts within communities around the globe. We pride ourselves on our dedication to excellence, offering innovative online tools and in-house training that propel personal and professional growth. Our platform is designed to support various career paths, making financial independence a reachable goal for diverse individuals.
Join our Team as a Virtual Client Success Specialist
Are you driven by a passion for helping others and delivering exceptional service? Then consider becoming a Virtual Client Success Specialist with GFI Ikigai. This vital part-time position is all about managing a portfolio of client accounts, blending customer service, contract fulfillment, and relationship-driven sales, all while being entirely remote from the comfort of your home. You'll be the key point of contact for clients, providing them with the guidance and value they need to thrive.
Why You'll Love Working with Us
- Flexible scheduling tailored to your lifestyle
- 100% remote position packed with robust online tools and training
- Opportunities for leadership development and personal growth
- Competitive compensation of $65000 - $85000 for part-time work, with advancement and earning potential based on your unique goals
Your Key Responsibilities
- Act as a Virtual Client Success Specialist and the primary contact for clients, ensuring their utmost satisfaction
- Engage with clients and associates, offering professional, courteous, and timely support
- Educate clients on business, investments, insurance protection, retirement, savings, and estate planning
- Provide tailored financial plans, guiding clients through budgeting, debt reduction, investing, and retirement strategies
- Promote account value through upsell and cross-sell opportunities, maintaining high client satisfaction and loyalty
- No Cold Calling, No Door Knocking
What We Look For
- You must be 18 years or older and a U.S. citizen
- A clear background check
- Strong communication and customer relationship management skills
- The motivation and ability to obtain a Life Producer license within the first two weeks
- Familiarity with Google tools, Zoom and scheduling software
- The ability to analyze account health metrics and create concise summaries
- Experience or potential in identifying expansion opportunities
Preferred Qualifications
- A background in customer service, leadership, or management is ideal
- Education, coaching, military, or being an elite athlete are great fits!
- Entrepreneurial spirit, self-motivated, and desire to grow professionally while helping others
- Advanced negotiation techniques or technical troubleshooting skills can be beneficial