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This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

YEAR

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 <ul><li>Flexible scheduling with personalized customization</li><li>100% remote position with comprehensive online tools and training</li><li>Leadership development opportunities</li><li>Competitive compensation ($65,000 - $80,000 part-time), with room for personal advancement and earning based on goals</li></ul> Key Responsibilities <ul><li>Act as the key contact point for clients, ensuring total satisfaction in a part-time role</li><li>Provide timely, professional, and courteous support to clients and associates</li><li>Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning</li><li>Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning</li><li>Drive growth of account value through upselling and cross-selling opportunities while maintaining high levels of client satisfaction</li></ul> Role Requirements <ul><li>18 years or older and a U.S. citizen</li><li>Completion and passing of a background check</li><li>Strong verbal and written communication, with excellent customer relationship management skills</li><li>Must acquire or have a Life Producer license within the first two weeks</li><li>Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills</li><li>Analytical ability to interpret account health metrics and prepare concise summaries</li><li>Experience in identifying expansion opportunities</li></ul> Preferred Qualifications <ul><li>Backgrounds in customer service, leadership, and management are preferred</li><li>Experience in education, coaching, military, or elite athletic background is valuable</li><li>Self-motivated and entrepreneurially-minded with the desire to grow and assist others</li><li>Advanced negotiation techniques or technical troubleshooting skills can be advantageous</li></ul> 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!

GFI-Team Ikigai

Client Services Representative - Part Time

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

The Hire Talent

Overview The SVP, Corporate Banking - Specialty Deposits will lead strategic initiatives to grow core Corporate Banking deposits by developing and executing deposit acquisition strategies, driving innovation in product offerings and delivery channels, and establishing a portfolio of Corporate Banking clients, specifically targeting deposit relationships. Additionally, the role will build and lead a high-performing team of bankers focused on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size businesses (Title Companies, HOAs, and Property Managers) and Non-for-Profit organizations.

Overview
The SVP, Corporate Banking - Specialty Deposits will lead strategic initiatives to grow core Corporate Banking deposits by developing and executing deposit acquisition strategies, driving innovation in product offerings and delivery channels, and establishing a portfolio of Corporate Banking clients, specifically targeting deposit relationships. The SVP will identify cross-selling opportunities with other Bank financial products that drive revenue and client satisfaction. Additionally, the role will build and lead a high-performing team of bankers focused on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size businesses (Title Companies, HOAs, and Property Managers) and Non-for-Profit organizations. The role will collaborate closely with Executive Leadership, Marketing, Retail Banking, Treasury Management, Commercial Lending, and Digital Banking to ensure sustainable deposit growth aligned with the Bank's mission and community values.LOCATION/TERRITORY
Northeast/MidAtlantic: NJ, NY, PA, DE, CT, MA, RI, NH, ME, VA, District of Columbia
Employee to reside in territory and work from home.Responsibilities
• Develop and implement a comprehensive deposit growth strategy across business, corporate and municipal segments.
• Identify and capitalize on market opportunities, competitive trends, and client needs.
• Lead cross-functional initiatives to improve deposit retention and acquisition.
• Recruit, develop, and manage a team of bankers focused on deposit acquisition and relationship management.
• Foster a culture of accountability, collaboration, and client-centricity.
• Oversee the design and enhancement of deposit products, pricing strategies, and bundling options.
• Partner with digital banking and Information Technology ("IT") teams to improve online account opening, mobile banking, and client onboarding experiences.
• Cultivate relationships with high-value Corporate Banking clients and nonprofits.
• Collaborate with marketing to design targeted campaigns and promotions.
• Represent the bank at community events, business forums, and industry conferences to enhance visibility and trust.
• Monitor Key Performance Indicators ("KPIs") related to deposit growth, customer acquisition, and retention.
• Provide regular reporting to executive leadership and the Board on progress and strategic adjustments.Qualifications
HS diploma or equivalent required; Bachelor's degree and/or MBA degree preferred.
Minimum of 10 years of financial services sales experience, with a strong focus on Corporate Banking deposit growth.
Minimum of 5 years of banking experience in the Specialty Deposits industry, specifically HOAs, Property Managers, Titling Companies and/or 1031s.
Prior experience in building, managing, and mentoring teams within a banking environment, with a focus on performance and development.
Prior experience building and scaling a team of Relationship Managers in the Specialty Deposits area is highly desirable.
Prior leadership in developing and executing growth strategies.
Deep understanding of banking regulations, deposit products, and client behavior.
Extensive experience generating deposits with clients whose annual revenues range from a minimum of $5 million to well over $25 million, encompassing small to mid-sized enterprises as well as nonprofit organizations.
Experience with deposit pricing strategies and liquidity management preferred.
Familiarity with treasury management solutions preferred.
Collaborative mindset with a desire to build strong internal and external partnerships preferred.
MS Office proficiency required.
Excellent interpersonal, analytical, negotiation, presentation, and communication skills.WORKING CONDITIONS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.Perform routine and typical tasks of an office such as typing, taking notes, reading/reviewing, computer work, filing, copying, answering phones, etc. that may require employee to view, stand, stoop, kneel, or crouch and lift. This is a fully remote role that involves frequent travel to client sites, corporate offices, and industry/community events.The successful candidate will be required to prove on the first day of work that they are legally authorized to work in the U.S. The Bank will not sponsor a candidate for a visa or for work authorization.COMPENSATION
$170,000 to $275,000 annually. Actual compensation may vary depending on location, experience, and other factors.

Kearny Bank

SVP, Corporate Banking Specialty Deposits (MidAtlantic / Northeast Remote)

Acquisition Strategy

Banking Regulations

Banking Services

Business Administration

Business Growth

Commercial Loans

Communication Skills

Community Banking

Conferences

Corporate Banking

Cross-Functional

Customer Acquisition

Customer Retention/Renewal

Customer/Consumer Behavior

Financial Services

Information Technology & Information Systems

Interpersonal Skills

Liquidity

Market Trend Analysis

Marketing

Mentoring

Microsoft Office

Nonprofit

Onboarding

Performance Analysis

Performance Metrics

Physical Demands

Product Pricing

Product Strategy

Property Management

Property Title

Relationship Management

Retail Banking

Sales

Sales Management

Sales Prospecting

Strategic Planning

Team Lead/Manager

Team Player

Telephone Skills

Treasury Management

Typing

Willing to Travel

Work From Home

ADAPTED_NOW

Coordinate with matrix partners to develop and execute comprehensive internal employee communication training plans and external dental HCP end-to-end communication plans and their distribution for initiatives that affect dental and/or our network of dental HCPs. + Manage communication review/editing process for documents requiring review and secure final sign-off from dental business subject matter experts, project owners, any engaged corporate communications area, compliance, legal, and others as needed.

Position Summary The Dental Health Care Provider (HCP) Communications position is accountable for developing dental HCP communications and marketing materials within the Dental organization. The candidate will be responsible for executing all communication initiatives for dental HCPs and the Cigna Dental employees supporting dental networks. The position also includes resolving communication challenges and delivery limitations by sourcing new avenues to deliver messages to HCP’s and providing viable recommendations that optimize the dental health care professional experience cost-effectively. Duties and Responsibilities + Support the overall dental HCP communication strategy, ensuring that it delivers an efficient and cost-effective competitive positioning for Cigna Dental in the industry. + Find new software/communication avenues to effectively communicate with providers. + Develop marketing and training video’s for HCP’s. + Manage and execute multiple complex projects with competing timelines. + Participate in assigned business projects as the communication subject matter expert with the goal of creating an optimal communication experience for dental HCPs. + Attend project meetings to represent Dental HCP Communications. + Ensure that Cigna for HCP has updated provider materials. + Coordinate and develop quarterly provider newsletter with dental partners. + Interact with key matrix partners to drive and execute dental HCP communication strategies and enterprise communication strategies. + Coordinate with matrix partners to develop and execute comprehensive internal employee communication training plans and external dental HCP end-to-end communication plans and their distribution for initiatives that affect dental and/or our network of dental HCPs. + Ensure all information has been received through the intake system to initiate timely, accurate, quality communication development. + Ensure that materials and plans conform to and meet different national and state regulatory requirements and Enterprise Marketing and Branding guidelines. + Draft content for internal and external dental HCP communications. + Draft content for provider marketing and recruitment materials. + Manage communication review/editing process for documents requiring review and secure final sign-off from dental business subject matter experts, project owners, any engaged corporate communications area, compliance, legal, and others as needed. + Execute on ad hoc communication requests from business partners + Secure accurate mailing lists, assist with distributing mailings, and pull appropriate reporting to ensure the target audience is reached. + Interface with internal constituencies (e.g., Network Recruitment, Clinical, Network Operations) to execute communication plans for new initiatives, policy/program changes, and requirements for dental HCPs. This includes providing recommendations relative to the communication strategy and executing Cigna's overall strategic direction and project objectives while remaining within the boundaries of the Dental HCP Communications budget. + Work with local market dental network recruitment team representatives to drive market and client-specific communication strategies. + Assist in creating and maintaining Standard Operating Procedures for the Dental HCP Communications area. + Manage and maintain a centralized location for all approved Dental HCP communications. + Manage all reporting and tracking needs for Dental HCP Communications (e.g. budget, communication effectiveness, intake, distribution, etc.) Preferred Qualifications + Bachelor’s degree preferred. Also open to someone with equivalent experience. + 5+ years of managed health care experience in communications. Dental experience strongly preferred. + Broad business knowledge of the healthcare services industry. + Excellent project management, communication, and presentation skills. + Proven ability to work independently and proactively and use critical thinking and problem-solving skills + Proven ability to prioritize multiple projects in a fast-paced environment to meet deadlines + Strong peer relationship management skills to foster collaboration, value others’ perspectives, negotiate, influence, and gain support and buy-in + Exceptional writing skills + Proficiency in Microsoft Office applications + Proficiency in WordPress application + Proficiency with Adobe Creative Cloud applications If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. About Cigna Healthcare Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives. _Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._ _If you require reasonable accommodation in completing the online application process, please email:_ _SeeYourself@cigna.com_ _for support. Do not email_ _SeeYourself@cigna.com_ _for an update on your application or to provide your resume as you will not receive a response._ _The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._ _Qualified applicants with criminal histories will be considered for employment in a manner_ _consistent with all federal, state and local ordinances._

The Cigna Group

Business Communications Lead Analyst, Dental Health Care Provider - Cigna Healthcare - Remote

Work From Home Administration Jobs in Hartford, CT

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Client Services Representative - Part Time GFI-Team Ikigai

SVP, Corporate Banking Specialty Deposits (MidAtlantic / Northeast Remote) Kearny Bank

Business Communications Lead Analyst, Dental Health Care Provider - Cigna Healthcare - Remote The Cigna Group

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