Client Success Specialist - Part Time
GFI-Team Ikigai•Dixon, WY
•Remote
About The Position
At GFI Ikigai, we are committed to eliminating financial illiteracy and revolutionizing the world of finance education. Our mission fuels opportunities for professional growth, offering you a chance to advance your career while making a difference. We aim to create a world where financial independence is a tangible reality for everyone.
Requirements
- U.S. citizen aged 18+
- Pass a background check.
- Obtain Life Producer license within two weeks.
- Exemplary communication skills, mastering written and spoken word.
- Proficiency in Salesforce CRM.
- Ability to identify growth opportunities.
Nice To Haves
- Experience in customer service.
- Leadership experience.
- Veteran status.
- Entrepreneurial mindset with a focus on growth.
- Experience in negotiation.
- Technical troubleshooting skills.
Responsibilities
- Lead client engagements and handle financial puzzles with expertise.
- Empower clients with knowledge across budgeting, investments, and estate strategies, blending education with bespoke financial plans.
- Maximize portfolio prospects with effortless upselling initiatives.
Benefits
- 100% remote position
- Flexible schedule
- Top-notch tools and training
- Competitive annual pay of $65,000 - $85,000
- Pathways for personal and professional ascent
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
