About GFI Ikigai At GFI Ikigai, our mission is to combat financial illiteracy and uplift communities worldwide. We strive for excellence by providing online tools and in-house training for personal and professional growth. Our platform supports multiple career paths, making financial independence accessible to a diverse group of people. Position Overview: Customer Relations Associate - Part Time Remote We are excited to welcome a dynamic and enthusiastic Customer Relations Associate to our team. In this part-time remote role, you will be instrumental in managing and nurturing client relationships, ensuring exceptional customer service while promoting our educational mission. You will serve as the primary point of contact for our clients, combining customer service and relationship-driven support to enhance client satisfaction and engagement.

Key Responsibilities

• Provide excellent customer service as the primary contact for clients, ensuring their total satisfaction and addressing inquiries in a timely manner.
• Engage with clients and associates with professionalism and courtesy to build and maintain positive relationships.
• Educate clients on business concepts, investment options, insurance protection, retirement plans, savings, and estate planning.
• Develop and tailor financial plans, guiding clients through strategies for budgeting, debt reduction, investing, and retirement planning.
• Identify and capitalize on upsell and cross-sell opportunities to increase account value and maintain high levels of client satisfaction.
• No Cold Calling or Door Knocking is Required.

Qualifications

• Must be 18 years or older and a U.S. citizen.
• Background check clearance is required.
• Possess strong verbal and written communication skills and expertise in managing customer relationships.
• Obtain a Life Producer license within the first 2 weeks of employment.
• Proficiency in CRM software (e.g., Salesforce) and basic reporting.
• Ability to interpret account health metrics and summarize them concisely.
• Demonstrate an aptitude for identifying and pursuing expansion opportunities.

Preferred Qualifications

• Experience in customer service, leadership, or management roles is preferred.
• Backgrounds in education, coaching, military, or as elite athletes are a plus.
• Entrepreneurial spirit, self-motivation, and a genuine desire to help others grow.
• Advanced negotiation skills or technical troubleshooting abilities are beneficial.

Benefits

• Flexible scheduling with personalized customization.
• Fully remote position with robust online tools and training for your success.
• Opportunities for leadership development.
• Competitive part-time compensation ranging from $65,000 - $85,000 annually, with potential for advancement based on personal goals.

Join GFI Ikigai as a part-time Customer Relations Associate and contribute to our mission of promoting financial literacy and security. We are eager to review your application and explore how we can achieve significant results together!