Customer Solutions Specialist - Part Time

About the role

At GFI Ikigai, we are a dynamic force committed to transforming communities by eradicating financial illiteracy. Our platform provides innovative online tools and top-notch in-house training designed for both personal and professional growth, opening doors to numerous career paths and ensuring financial independence is within reach for everyone.

Primary Responsibilities

• Be the go-to contact for our clients, ensuring total satisfaction and exceptional service.
• Communicate effectively and professionally with clients, providing timely and helpful responses to inquiries.
• Educate clients on financial topics, offering insights on business investments, insurance, retirement solutions, and savings strategies.
• Design personalized financial plans to help clients with budgeting, debt reduction, investing, and planning for retirement.
• Proactively identify opportunities to enhance account value through upselling and cross-selling while maintaining high client satisfaction.

Requirements

• Must be 18 years or older, a U.S. citizen, and successfully complete a background check.
• Exceptional verbal and written communication skills are a must.
• Adeptness with CRM systems like Salesforce for basic reporting is preferred, as is the ability to decode account health metrics and translate them into insightful summaries.
• A Life Producer license is required within two weeks of being hired.

Preferred Qualifications

• A background in customer service, leadership, or management will serve you well in this role.
• Experience in education, coaching, military, or as an elite athlete will also be considered valuable.
• An entrepreneurial spirit, self-motivation, and a sincere desire to help people are traits we admire.
• Advanced skills in negotiation or technical problem-solving will give you an edge.

Pay

The pay range for this part-time role is $30,000 - $50,000.

Schedule

This entirely remote position offers flexibility in scheduling to fit your lifestyle.