Remote Client Specalist

About the role

Join GFI Team Ikigai, a trailblazer in financial literacy, to empower leaders globally with our innovative online tools and training.

Responsibilities

• Establish and nurture trust with a portfolio of clients, ensuring their sustained progress and satisfaction.
• Conduct compelling calls and virtual meetings, communicating with warmth and confidence to inspire and assist clients and team members.
• Educate clients on core financial principles such as investments, insurance, savings, and strategies for financial protection using our resources.
• Create tailored financial plans that align with clients' goals in budgeting, debt oversight, and retirement preparation.
• Identify strategic upsell and cross-sell opportunities that add genuine value to clients' experiences and engagement with our offerings.

Requirements

• U.S. citizen, 18+
• Eligible after a successful background check
• Exceptional communication skills with the capacity to explain complex financial ideas in clear, engaging ways
• Proficiency with CRM systems (e.g., Salesforce), capable of maintaining accurate activity logs and generating insightful reports
• Driven, entrepreneurial mindset paired with a passion for making an impact and a knack for discovering growth opportunities

Benefits

• Performance-based compensation of $65k-85k/year for part-time commitment, potentially escalating to $100k+ for full-time associates
• A flexible, customizable schedule designed for a seamless work-life integration in a fully remote setting
• Leadership pathways and ongoing training designed to foster your professional and personal growth
• Part-time engagement with the potential for full-time advancement contingent on performance