Client Relations Advocate - Remote

About the role

Welcome to GFI Ikigai, where we bring innovation to the forefront of financial literacy. We are committed to transforming communities and making financial independence accessible to everyone. Through our cutting-edge online tools and comprehensive training programs, we create pathways that ignite personal and professional growth.

What's in It for You?

This remote position comes with competitive pay ranging from $65,000 to $85,000 annually for part-time work, alongside comprehensive online tools and leadership development opportunities that prepare you for advanced career prospects.

Your Key Responsibilities

• Be the primary point of contact for clients, ensuring their satisfaction and delivering outstanding service.
• Communicate effectively and timely, acting as a true partner in our clients' financial journeys.
• Educate clients on financial topics and develop personalized financial plans for budgeting, investing, and retirement planning.
• Identify opportunities to increase account value through upselling and cross-selling while maintaining exemplary client satisfaction.

Who You Are

• We're looking for someone who's ready to make a mark in the financial landscape.
• Must be a U.S. citizen, aged 18 or above, with a talent for verbal and written communication.
• Must have the skills to translate account health metrics into actionable insights.
• Familiarity with CRM systems like Salesforce and obtaining a Life Producer license within two weeks of employment is a must.

Your Qualifications

• Experience in customer service, leadership, or sales is valuable.
• Your background in education, coaching, military, or athletics, coupled with a negotiation spirit and problem-solving skills, will set you apart.
• An entrepreneurial attitude and genuine empathy for helping others are qualities we admire.