Background Investigation, Budgeting, Coaching, Communication Skills, Cross-Selling, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Debt Management, Entrepreneurship, Financial Literacy, Financial Planning, Leadership, Metrics, Military, Negotiation Skills, Online Training, Presentation/Verbal Skills, Problem Solving Skills, Reporting Skills, Retirement Planning, Revenue Growth, Salesforce.com, United States Citizen, Up-Selling, Work From Home, Writing Skills
Job Title: Customer Success Specialist at GFI Team Ikigai
About GFI Team Ikigai
At GFI Team Ikigai, we're on a passionate journey to transform financial literacy and empower communities all over the globe. Leading the charge in providing premier online tools and exclusive training, we inspire both personal and professional victories. Our innovative platform opens doors to various career paths, ensuring financial independence becomes an exciting reality!
About the Position: Dynamic Customer Success Specialist
We're seeking an enthusiastic and dedicated individual to become our Customer Success Specialist. This part-time role is a cornerstone in cultivating strong client relationships, managing a diverse portfolio with enthusiasm and expertise. If you are service-oriented, have a flair for relationship-driven sales, and are excited to make a meaningful difference, this distinctive role is perfect for you! There is potential to evolve into a full-time position for those who excel.
Benefits
- Design-your-day flexible schedule that suits your lifestyle
- Fully remote work environment supported by cutting-edge online tools and training
- Pathways for leadership development that accelerate your career aspirations
- Competitive pay for part-time engagement ($65,000 - $85,000), with ample opportunities for growth
Primary Responsibilities
- Serve as the vital contact partner for clients, ensuring their progress and happiness
- Connect with clients and team members with professionalism and charm
- Guide clients through financial insights like investments, insurance, and savings
- Create personalized financial plans, aiding clients in budgeting, debt management, and retirement planning
- Process and identify opportunities for upselling and cross-selling to enhance client engagement and satisfaction
Requirements
- Must be 18 years or older and a U.S. citizen
- Successfully pass a background check
- Exceptional verbal and written communication skills
- Life Producer license to be obtained within two weeks of hire
- Proficient with CRM systems like Salesforce and capable of producing thorough reports
- Skilled in interpreting account health metrics and preparing clear summaries
- Experienced in identifying potential growth avenues
Preferred Qualifications
- Experience in customer service, leadership, or management is highly regarded
- Education, coaching, military, or elite athlete experience is an asset
- Entrepreneurial spirit, self-driven, and a passion for helping others
- Advanced negotiation or technical problem-solving skills are beneficial
Join GFI Team Ikigai as a Customer Success Specialist and be part of an invigorating adventure making financial literacy achievable for all. Together, let's create remarkable outcomes!