Job Title: Client Service Advocate at GFI Ikigai

About GFI Ikigai

GFI Ikigai is dedicated to transforming communities by eradicating financial illiteracy. We provide innovative online tools and in-house training that promote personal and professional growth, opening new career paths and ensuring financial independence is accessible to everyone.

About the Position: Client Service Advocate

As a Client Service Advocate, you will play a critical role in supporting our clients with exceptional service and innovative solutions. Your main focus will be to nurture long-lasting relationships and provide cutting-edge solutions to meet clients' financial needs. If you're passionate about making a difference, this could be the perfect role for you.

Benefits

Enjoy the flexibility of a schedule tailored to your life. This remote position comes with comprehensive online tools and training, geared towards leadership development and advanced career opportunities. Expect competitive pay ranging from $65,000 to $85,000 annually for part-time work.

Primary Responsibilities

• Serve as the primary contact for clients, ensuring satisfaction and outstanding service.
• Communicate effectively with clients; provide timely and helpful responses.
• Educate clients on financial topics, including business investments, insurance, retirement solutions, and savings strategies.
• Create personalized financial plans for budgeting, debt reduction, investing, and retirement planning.
• Identify opportunities to enhance account value through upselling and cross-selling, maintaining high client satisfaction.

Requirements

Applicants must be 18+, a U.S. citizen, and pass a background check. Strong verbal and written communication skills are crucial. Familiarity with CRM systems like Salesforce and the ability to translate account health metrics into actionable summaries are essential. A Life Producer license must be obtained within two weeks of employment.

Preferred Qualifications

A background in customer service, leadership, or management will be beneficial. Experience in education, coaching, or military roles, or as an elite athlete, is valuable. We admire an entrepreneurial spirit, self-motivation, and a genuine desire to help people. Skills in negotiation or technical problem-solving will set you apart.

Are you ready to make financial literacy accessible to everyone? Join GFI Ikigai as a part-time Client Service Advocate and help us elevate financial security one client at a time. We are excited to receive your application and embark on this mission towards success together!