Customer Outreach Specialist - Part Time
About The Position
Make a Difference with GFI Ikigai! We are a vibrant and dynamic organization dedicated to addressing financial illiteracy and making a positive impact in communities globally. Our mission is to provide excellence through innovative online tools and comprehensive in-house training programs that empower personal and professional growth. We support a variety of career paths, ensuring financial independence is within everyone's reach in our diverse and lively community! Join our team as a part-time Customer Outreach Specialist, where you will manage client accounts, offer exceptional customer service, and be a trusted advisor to our clients. Your ability to connect with people and guide them towards financial success is key, making you an invaluable part of our team. If you're ready to inspire and make an impact, this is your opportunity!
Requirements
- You are 18+, a U.S. citizen, and able to pass a background check
- Demonstrate excellent communication skills, both verbal and written
- Obtain a Life Producer license within the first two weeks
- Effectively analyze account metrics and provide clear insights
Nice To Haves
- Have experience in customer service, leadership, or management roles
- Bring a background in education, coaching, military, or as an elite athlete
- Possess an entrepreneurial mindset and a drive to achieve success
- Excel at negotiation or easily resolve technical challenges
Responsibilities
- Serve as the main point of contact for clients, ensuring their satisfaction with every interaction
- Educate clients by sharing valuable insights about investments, savings, and more
- Collaborate with clients to create tailored financial plans, guiding them through budgeting and investment strategies
- Enhance client satisfaction through upsell and cross-sell opportunities
- Establish genuine connections without cold calls or door-to-door tactics
Benefits
- Create your own flexible schedule with personalized options
- Work remotely from anywhere with access to premium online tools and training
- Opportunities to develop leadership skills and grow in your career
Stand Out From the Crowd
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
