About GFI Ikigai
At 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: Client Success Advocate-PT
We are seeking a driven and ambitious individual to join our team as a Client Success Advocate. As a vital part of our team, you will be responsible for managing a portfolio of client accounts on a part-time basis. This role combines exceptional customer service, contract fulfillment, and relationship-driven sales while serving as the primary advocate and point of contact for our clients. If you have a passion for helping people and making a meaningful difference, this could be the opportunity for you!
Benefits
Flexible scheduling with personalized customization
100% remote position with comprehensive online tools and training
Leadership development opportunities
Competitive compensation ($30,000 - $50,000 part-time), with advancement and earning potential based on personal goals
Client Success Advocate Daily Responsibilities
Serve as a part-time Client Success Advocate and key contact for clients, ensuring their total satisfaction
Interact with clients and associates, providing timely, professional, and courteous support
Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
NO Cold Calling, NO Door Knocking
Requirements of the Client Success Advocate Role
18 years or older and a U.S. citizen
Pass a background check
Strong verbal and written communication and customer relationship management skills
Must have or obtain within first 2 weeks a Life Producer license
Familiarity with CRM systems (e.g., Salesforce) and basic reporting
Ability to interpret account health metrics and prepare concise summaries
Experience or aptitude for identifying expansion opportunities
Additional Qualifications
Preferred backgrounds include customer service, leadership, and management
Education, coaching, military, or elite athlete backgrounds are a great fit!
Entrepreneurially-minded, self-motivated, and a desire to grow and help people
Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Join us as a part-time Client Success Advocate 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!