Client Support: Remote

About Us:

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 Support

We are seeking a driven and ambitious individual to join our team as a Client Representative. 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 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

• Flexible scheduling with personalized customization
  
• 100% remote position with comprehensive online tools and training
  
• Leadership development opportunities
  
• Competitive compensation ($55000-$60000 part-time), with advancement and earning potential based on personal goals

Lead Associate Daily Responsibilities

• Serve as a part-time Remote Advisor 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 Remote Advising 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 desire to grow and help people
  
• Advanced negotiation techniques or technical troubleshooting skills may be beneficial

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!