Remote Client Success Associate - Part Time
About The Position
GFI Ikigai is dedicated to making financial literacy accessible and less intimidating for everyone. The company aims to change the way financial education is taught, offering innovative online tools, mentorship, and professional development to help individuals and families build stronger financial futures. The platform provides opportunities for personal and professional growth, with the flexibility of remote work. GFI Ikigai is seeking motivated, people-focused individuals who enjoy helping others, building relationships, and developing leadership skills. As a Remote Client Success Associate, the role involves guiding clients through significant life goals such as debt management, retirement planning, family protection, and making informed financial decisions. This position integrates customer support, relationship management, financial education, leadership development, and sales growth. The role emphasizes building genuine relationships, ensuring positive client experiences, and empowering clients about their financial future, without traditional cold calling or high-pressure sales tactics.
Requirements
- Be 18 years or older
- Be a U.S. citizen
- Pass a background check
- Have strong communication and customer relationship skills
- Be comfortable learning online systems and CRM tools
- Have or obtain a Life Producer license within your first 2 weeks
- Be able to interpret account information and provide clear updates to clients
Nice To Haves
- Customer service experience
- Coaching or mentoring experience
- Leadership roles experience
- Education experience
- Hospitality experience
- Military service experience
- Athletics experience
- Entrepreneurship experience
- Team management experience
Responsibilities
- Serve as a trusted point of contact for clients and associates
- Provide timely, professional, and friendly support
- Help individuals understand topics like budgeting, investing, insurance protection, retirement planning, and estate planning
- Create customized financial strategies based on client goals
- Guide clients through financial challenges and opportunities with empathy and clarity
- Maintain strong client relationships and high satisfaction
- Identify ways to expand account value through additional services that genuinely benefit clients
Benefits
- 100% Remote Flexibility
- Training & Mentorship Included
- Career Growth Potential
- Competitive Part-Time Income
- Personal & Professional Development
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
