Client Services Representative - Part Time

About the role

Join GFI Ikigai as a Client Services Representative on a part-time basis. This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. This opportunity is perfect if you are passionate about assisting others and making a meaningful difference.

Responsibilities

• Act as the key contact point for clients, ensuring total satisfaction in a part-time role
• Provide timely, professional, and courteous support to clients and associates
• Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning
• Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning
• Drive growth of account value through upselling and cross-selling opportunities while maintaining high levels of client satisfaction

Requirements

• 18 years or older and a U.S. citizen
• Completion and passing of a background check
• Strong verbal and written communication, with excellent customer relationship management skills
• Must acquire or have a Life Producer license within the first two weeks
• Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills
• Analytical ability to interpret account health metrics and prepare concise summaries
• Experience in identifying expansion opportunities

Preferred Qualifications

• Backgrounds in customer service, leadership, and management
• Experience in education, coaching, military, or elite athletic background
• Self-motivated and entrepreneurially-minded with the desire to grow and assist others
• Advanced negotiation techniques or technical troubleshooting skills

Benefits

• Flexible scheduling with personalized customization
• 100% remote position with comprehensive online tools and training
• Leadership development opportunities

Pay

Competitive compensation ($65,000 - $80,000 part-time), with room for personal advancement and earning based on goals