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This essential part-time role involves managing client accounts, balancing customer service, fulfilling contract obligations, and promoting relationship-based sales, all within a fully remote environment that you can manage from home. Create personalized financial plans, helping clients navigate budgeting, debt reduction, investing, and retirement planning.

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About GFI Ikigai At GFI Ikigai, we are dedicated to eradicating financial illiteracy and leaving a positive footprint in communities worldwide. We cherish our commitment to excellence, providing advanced online tools and in-house training for personal and career progression. Our platform empowers numerous career paths, making financial independence a tangible reality for a diverse array of individuals. Be a Part of Our Team as a Remote Client Specialist If you are passionate about assisting others and delivering top-tier service, a role as a Remote Client Specialist with GFI Ikigai might be your next career move. This essential part-time role involves managing client accounts, balancing customer service, fulfilling contract obligations, and promoting relationship-based sales, all within a fully remote environment that you can manage from home. You'll play a key role in liaising with clients, offering them the insights and support needed to succeed. Experience the Benefits of Working with Us <ul><li>Enjoy flexible scheduling that suits your lifestyle</li><li>Engage in a 100% remote role enriched with comprehensive online tools and training</li><li>Pursue leadership development and personal growth opportunities</li><li>Benefit from competitive compensation ranging from $65,000 - $85,000 for part-time work, with room for advancement based on your goals</li></ul> Your Key Responsibilities <ul><li>Function as the Remote Client Specialist and primary contact for clients, ensuring total satisfaction</li><li>Communicate with clients and associates professionally, courteously, and promptly</li><li>Guide clients in understanding business, investment, insurance protection, retirement, savings, and estate planning</li><li>Create personalized financial plans, helping clients navigate budgeting, debt reduction, investing, and retirement planning</li><li>Enhance account value through upselling and cross-selling while maintaining high client satisfaction</li><li>No Cold Calling, No Door Knocking</li></ul> What We're Looking For <ul><li>Applicants must be 18 years or older and U.S. citizens</li><li>Possess a clear background check</li><li>Demonstrate strong communication and customer relationship management skills</li><li>Show motivation to obtain a Life Producer license within the initial two weeks</li><li>Be familiar with Google tools, Zoom, and scheduling software</li><li>Capable of analyzing account health metrics and crafting concise summaries</li><li>Have experience or potential in identifying growth opportunities</li></ul> Preferred Qualifications <ul><li>Ideal backgrounds include customer service, leadership, or management</li><li>Education, coaching, military, or elite athlete backgrounds are great fits!</li><li>Possess an entrepreneurial mindset, self-motivation, and a desire to grow while aiding others</li><li>Advanced negotiation or technical troubleshooting skills can enhance your candidacy</li></ul> Join us as a Remote Client Specialist and contribute to elevating financial literacy and security for everyone. We eagerly await your application, excited for the success we can create together!

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Remote Client Specialist - PT GFI-Team Ikigai

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