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This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.

YEAR

About GFI IkigaiAt GFI Ikigai, we are on a mission to combat financial illiteracy and make a positive impact on communities worldwide. We take pride in our commitment to excellence, providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. About the Position: Lead Associate We are seeking a driven and ambitious individual to join our team as a Lead Associate. As a vital part of our team, the Lead Associate will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. If you have a desire to help people and make a difference, this could be the opportunity for you! 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 - $85,000 part-time)</li></ul>Lead Associate Daily Responsibilities <ul><li>Serve as a part-time Lead Associate and key contact for clients, ensuring their total satisfaction </li><li>Interact with clients and associates, providing timely, professional, and courteous support </li><li>Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning </li><li>Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning </li><li>Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction</li><li>NO Cold Calling, NO Door Knocking</li></ul>Requirements of the Lead Associate Role <ul><li>18 years or older and a U.S. citizen </li><li>Pass a background check </li><li>Strong verbal and written communication and customer relationship management skills </li><li>Must have or obtain within first 2 weeks a Life Producer license</li><li>Ability to interpret account health metrics and prepare concise summaries </li></ul>Additional Qualifications <ul><li>Preferred backgrounds include customer service, leadership, and management </li><li>Education, coaching, military, or elite athlete backgrounds are a great fit! </li><li>Entrepreneurially-minded, self-motivated, and desire to grow and help people </li><li>Advanced negotiation techniques or technical troubleshooting skills may be beneficial</li></ul>Join us as a part-time Lead Associate and contribute to making financial literacy and security attainable for everyone. We look forward to reviewing your application and exploring how we can achieve great results together!

GFI-Team Ikigai

Lead Associate - Part Time

Background Investigation

Budgeting

Coaching

Cross-Selling

Customer Relations

Customer Relationship Management (CRM)

Customer Satisfaction

Customer Support/Service

Estate Planning

Financial Literacy

Financial Planning

Identify Issues

Insurance

Leadership

Metrics

Military

Negotiation Skills

Online Training

Presentation/Verbal Skills

Retirement Planning

Revenue Growth

Sales Management

Time Management

United States Citizen

Up-Selling

Writing Skills

The Hire Talent

This position involves answering calls in both English and Spanish, assisting members with inquiries regarding banking products, and exceeding member expectations. A leading service organization is seeking a Bilingual Member Service Representative to work remotely.

HOUR

A leading service organization is seeking a Bilingual Member Service Representative to work remotely. This position involves answering calls in both English and Spanish, assisting members with inquiries regarding banking products, and exceeding member expectations. Candidates should have a background in customer service and thrive in a fast-paced environment. The role offers competitive pay at $21.23/hour and various benefits, including medical and wellness programs.#J-18808-Ljbffr

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Lead Associate - Part Time GFI-Team Ikigai

Remote Bilingual Member Service Specialist United Way of Massachusetts Bay and Merrimack Valley

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