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, Lead Generation, 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
North Charleston, SC(remote)
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: Lead Generation Specialist
We are seeking a driven and ambitious individual to join our team as a Lead Generation Specialist. As a vital part of our team, the Lead Generation Specialist 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
- Compensation for this role is fully commission-based, with agents typically earning between $65,000-$85,000 in their first year and uncapped earning potential thereafter.
Lead Generation Specialist Daily Responsibilities
- Serve as a part-time Lead Associate 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 Lead Generation Specialist 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
- Ability to interpret account health metrics and prepare concise summaries
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!