Customer Solution Associate - Part Time

Position Overview

We're excited to invite you to join us as a Customer Solution Associate on a part-time basis. In this dynamic role, you will be the cornerstone of GFI Ikigai's mission to provide exceptional customer service and support. Your keen problem-solving skills and passion for helping others will shine as you build strong relationships with our clients.

Your Responsibilities

• Serve as the primary contact for clients, offering timely, professional, and courteous assistance
• Educate clients on essential financial topics such as business, investing, insurance, retirement, savings, and estate planning
• Guide clients in creating tailored financial plans that include budgeting, debt reduction, and retirement planning
• Identify growth opportunities through upselling and cross-selling while ensuring high client satisfaction

What You Need

• Be 18 years or older and a U.S. citizen
• Possess strong verbal and written communication skills
• Obtain or have a Life Producer license within two weeks
• Familiarity with CRM systems and reporting skills
• Analytical abilities to interpret account health metrics

What We Value

• Experience in customer service, leadership, and management
• A background in education, coaching, military, or elite athletic environments
• Self-motivated individuals with entrepreneurial spirits and a passion for assisting others
• Advanced negotiation and technical troubleshooting skills

Why Work with Us?

As a part-time Customer Solution Associate, you'll play a pivotal role in making financial literacy and security accessible for everyone. We can't wait to see how you contribute to our mission and help us achieve outstanding results!